Dividend Strategy

The dividend strategy offers:

  • An after tax yield in excess of current interest rate opportunities, since dividends are taxed at a 15% rate.
  • A less volatile participation in the equity markets.
  • A long term strategy that combines above average income yield with tax efficient capital appreciation.
  • A portfolio of quality companies, through a disciplined approach, resulting in a concentrated, alpha driven strategy that is not closely correlated with any index. The goal of the portfolio's eclectic mix is to limit risk and generate positive after tax rates of return.
  • Greater diversification by participating in global companies as well as foreign companies listed in the USA through ADR's.
  • The portfolio is designed to be US $ neutral through investments in US Global and Foreign companies through ADR's.

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