Equity Compass Portfolios & Products
Quality Dividend Portfolio

Objective

Seeks to provide capital preservation and generate attractive current income and long-term capital appreciation by efficiently managing a focused and diversified portfolio of high-quality, higher dividend-paying stocks

Highlights

The strategy has three goals:

  • Provide asset preservation
  • Generate current income
  • Develop growth in current income

Investment process combines quantitative and qualitative approaches
  • Quantitative model selects portfolio candidates based on quality, momentum, valuation, and timeliness criteria
  • Portfolio manager provides insights that leverage fundamental research
  • Average portfolio yield is roughly twice that of the S&P 500 and 10‐year Treasuries
  • Diversified across industry sectors with a sector maximum of 20%

Investment Process