The Fund’s objective is to provide income and long-term capital appreciation by investing primarily in equity securities of companies located anywhere in the world that pay, or may be expected to pay, dividends.
Benchmark
100% MSCI World Index
Philosophy and process
Own high-quality businesses that can compound intrinsic value for shareholders and grow their dividends over the long-term
In-depth fundamental bottom-up analysis
Focused research process identifying advantaged areas of the value chain
Disciplined businesses with a proven history of delivering dividends to shareholders
Why invest in these strategies?
Invests in the dividend-paying equities of companies with the ability or potential to grow and compound their dividend payouts over time.
Employs a disciplined, fundamental investment process that seeks to assess a company’s growth potential and valuation by understanding its business model, competitiveness, management team, industry standing, and role in the overall economy.
Adheres to a consistent, high-conviction approach to investing that emphasizes risk management.