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Dividend Equity

Portfolio Manager:
James E. Landau, CFA view Jim Landau's profile
David Ruff, CFA view David Ruff's profile

Please contact the sales representative serving your area to receive a complete Dividend Equity Product kit.


Reports

• The New Role of Dividends (Adobe Acrobat required)
  
• Dividend Tax Relief is Finally Here (Adobe Acrobat required)
  
• Top 10 Holdings
  
• Weekly Portfolio Update
  
• Investment Review & Market Outlook (Adobe Acrobat required)
  
• Economic Outlook - 2nd Quarter 2004 (Adobe Acrobat required)
  
  

• Established management team together since 1975
• Low turnover which can lead directly to tax efficiency
• Lower portfolio volatility
• Disciplined, yield-driven buy and sell process
• Focus on stocks that currently have high yields

• Above market yield
• Below market beta
• Annual turnover below 17%
• 25 to 35 holdings
• Only S&P 500 stocks

1. Screen for yield:
   stocks with yields above the market yield
   
   
2. Compare to historical relative yield:
   stocks with historically low prices
   
   
3. Analyze companies:
   stocks which pass intensive fundamental analysis
   
   
4. Diversify:
   control risk by selecting securities which represent current sector and industry weightings

1. yield falls at least one standard deviation below its historic
   relative yield,
2. yield declines to the yield of the market,
3. price declines 20% from our cost relative to the market
   (a stop-loss), or
4. dividend is unlikely to be maintained.

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