Dividend Plus

Dividend Plus

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$150,000Minimum Investment December 31, 2018Inception Date

Investment Objective

To build a portfolio of high-quality dividend paying value stocks, while minimizing overall large cap volatility and delivering constant dividend cashflows.

Portfolio Philosophy

We believe a fundamental perspective paired with quantitative execution will result in long-term outperformance based on overall risk to reward compared to the benchmark.

  • Active Stock Selection – Invest only in companies who continue to grow free cash flow and dividends over time, and that also exhibit favorable overall attributes such as low Price to Book, Price to Earnings and Price to Free Cash Flow relative to peers.
  • Risk Management – Provide investors constant domestic equity exposure and a current income yield, while adhering to strict portfolio mandates regarding valuation.
  • Consistency – Aim to provide investors long term growth with the knowledge that their portfolio attempts to invest exclusively in high quality companies that have demonstrated a
    consistent history with raising dividends and growing free cash while focusing on the future.

Product Profile

Management StyleDynamic
Number of Positions30
Number of PortfoliosRussell 1000 Value

Portfolio Managers

Mitch Ehmka, CFA®, CIPM®
Director of Trading and Co-Portfolio Manager
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Paul Nolte, CFA®
Senior Vice President and Co-Portfolio Manager
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Performanceas of 3/31/2022

18.64%Standard Deviation

0.19%QTD

0.19%YTD

12.43%1-YR

17.94%Since Inception

The performance data shown is through the date listed above and represents past performance for the composite. The composite includes all discretionary accounts managed in accordance with the strategy. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted above. There is no guarantee that any investment strategy will achieve its objectives. “Net of Max Fee” represents performance that has factored in an assumed fee of 2.10% (0.60% model fee plus 1.50% advisor fee).

Allocationsas of 3/31/2022

Allocations are subject to change without notice. Allocations may not total 100% due to rounding.

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