Dividend paying stocks can be an important component in an investor’s portfolio, providing a regular income stream, the potential for capital growth and diversification benefits that may dampen portfolio volatility. Advisor Partners is selective and disciplined in its approach to managing dividend-focused portfolios, drawing from core beliefs formed over decades of experience. Many dividend strategies seek high yields that may not be sustainable. They also tend to cluster holdings in a limited number of market sectors, sometimes suffering from a boom/bust pathology as sectors rotate in and out of favor.
Our strategy is designed to identify high-quality companies offering above-average yields. We focus on companies with sustainable yields and the financial attributes of a high quality, growing company. The result is a portfolio that is positioned to capture capital appreciation as well as yield providing what we believe to be an advantage over less diversified competitive offerings.