DIVIDEND GROWTH STRATEGIES

Dividend Growth Partners offers a number of different dividend growth strategies to address investor needs. We also create customized or bespoke portfolios for individuals who have specific needs. Additionally, we offer investment options for qualified clients or accredited investors.

Dividend Growth Portfolio

Emphasizes Future Dividends Expectation of Higher Dividend Growth 20-50 Companies

Core Dividend Portfolio

Emphasizes current yield Expectation of more limited Dividend Growth 20-50 Companies

Customized and Bespoke Dividend Portfolios

Individualization Solutions Investment options for qualified client or accredited investors
  • DGP Dividend Growth Portfolio
  • DGP Core Dividend Portfolio
  • Customized and Bespoke Dividend Portfolios

DGP Dividend Growth Portfolio

Our DGP Dividend Growth Portfolio focuses on total compound return over time with a particular focus on growing dividends. This strategy emphasizes the potential for future dividend growth rather than current yield as a basis for portfolio construction. As a result, investments are not restricted to current dividend payers or companies with a history of sustained dividend growth. In constructing this portfolio of 20 to 50 individual positions, we consider several factors including:

  • Sustainability and growth rate of the dividend
  • Current payout ratio
  • Growth prospects for the company
  • Prior history of dividend payments
  • Management commentary around dividend policy
  • The company’s financial strength
  • Current yield

DGP Core Dividend Portfolio

Our DGP Core Dividend Portfolio focuses on providing current income with the possibility of more muted dividend growth. Within this strategy, we hold approximately 20 to 50 individual positions. In evaluating the prospects for our Core Dividend Portfolio, we consider a similar set of factors as in our Dividend Growth Portfolio but with greater emphasis on current yield:

  • Current yield
  • Sustainability and growth rate of the dividend
  • Current payout ratio
  • Prior history of dividend payments
  • Management commentary around dividend policy
  • Growth prospects for the company
  • The company’s financial strength
  • Industry conditions

Customized and Bespoke Dividend Portfolios

Dividend Growth Partners also works closely with clients to create and manage customized portfolios to fit individual needs. We often custom tailor dividend portfolios to meet the specific requirements of our individual clients, ranging from targeting a general yield level to focusing on specific sectors of the economy. Additionally, we offer specialized dividend growth investment solutions for Qualified Clients and Accredited Investors.