Large Cap Value Fund
A multidimensional approach to value investing
Investing in dividend growers
The managers don’t invest in yield for yield’s sake. They focus on cash flows, earnings quality, and capital allocation, and seek companies that are willing and able to increase their dividends. Casting a net for income growers brings companies with more robust growth profiles into the fund’s investment universe as potential portfolio holdings.
“We look beyond companies that can simply support a dividend to those that can grow dividends.”
Lauren B. DeMore, CFA, and Darren A. Jaroch, CFA,
Why focus on income growth?
The fund favors companies that are income growers over companies that are high-dividend yielders. In many cases, these companies also successfully grow their earnings and revenue. And their stocks can make the portfolio more resilient when value is out of favor.
Past performance is no guarantee of future results. All investments involve risk, including the loss of principal. You can lose money by investing.