Our extremely selective approach avoids 96% of the S&P 500
Sources: Here As at Jun 30, 2017 Sources: Bloomberg, S&P, Factset. Analysis of cutters as at March 31, 2017.
We’re not invested in sectors with low or erratic growth in operating cash flow – because they can’t generate the high year-over-year growth in dividends we’ve been able to find. Energy, REITs, Telecoms and Utilities usually don’t make the cut.
The partners’ capital keeps the team active, engaged and always accountable.
Dividend growth is a good first step in stock selection
But it’s not enough. We search for sustainable growth. We teach professionals the next step: The quality overlay.