Dividend Growth and Income

Dividend Growth & Income

The Dividend Growth and Income SMA strategy seeks dividend income from a portfolio of 33 individual stock with capital appreciation being a secondary objective. The portfolio takes a disciplined approach to select stocks based on the dividend history, ability to raise the dividend, and opportunity for growth.

Additionally, potential stocks need to have sufficient yield, dividend history, and potential for increases to dividends. Since the companies need strong quantitative scores, stocks and sectors with very high dividend yields are often passed over.

Portfolio Managers

Dave Gilreath, CFP®
Tom Kaiser, CFA, CPA

Inception Date

07/01/2005
Download Fact Sheet

Dividend Growth & Income SMA Strategy Highlights

Seeks current income and capital appreciation through investing in dividend paying U.S. companies.

Diversification across multiple companies and sectors.

Active management of SMA focused on mitigating downside risk of individual companies.

Dividend Growth & Income Portfolio Construction

1st | Macro Outlook

Review sector weighting trends based on the S&P 500 and macro-economic research.

2nd | Universe

Identify candidates of U.S. companies, by market capitalization, paying dividends that have a history and outlook to increase their dividend.

3rd | Screen

Utilize Revelation Investment Research to analyze downside risk based on valuation, growth, fundamentals, and sentiment.

4th | Decision

Select 33 stocks for the SMA from the screened holdings based on their fundamentals and technical analysis. Positions are reviewed regularly.