U.S. Dividend

Overview

The objective of this strategy is to achieve long-term capital appreciation and income growth by investing primarily in large capitalization U.S. dividend-paying corporations.

Benchmark

100% S&P 500 Index

Philosophy and process

• The strategy focuses on firms that can grow their assets or sales, while regularly raising dividends.
• The investment process combines a top-down macroeconomic view with: (1) bottom-up fundamental security selection to identify stocks of high-quality businesses that offer good valuation, a robust balance sheet, and excellent management; and (2) a proprietary Discounted Cash Flow valuation model. The top-down process allows for selective sector allocation.
• The portfolio holds 55 to 75 securities on average.
• Risk allocation focuses on stock selection rather than on larger sectorial bets and is based on target-weight models.

Why invest in these strategies?

• A high-conviction strategy focused on regular and growing dividends that aims to deliver capital appreciation and income.
• Dividend-paying stocks historically grow faster than the market, with less volatility.
• A defensive strategy that has led to good participation in a strong equity market and less downside risk during weaker environments.
• An actively managed and broadly diversified portfolio with a long-term investment horizon that provides stability through market cycles.

How to invest?

• iA Clarington Mutual Funds: https://iaclarington.com/homeopen_in_new
• iAFG Individual Savings and Retirement: https://ia.ca/individualsopen_in_new
• iAFG Group Savings and Retirement: https://ia.ca/businessopen_in_new