The DGP Difference

The Dividend Growth Partners Approach capitalizes on a time-tested investment strategy to help clients achieve their financial goals and live the life they want!

DGP Investment Process

Dividend Growth Partners follows a disciplined approach to dividend growth investing, relying on deep research and years of dividend growth investing experience throughout multiple business cycles. Continual monitoring of portfolio investments for key business or fundamentals changes and valuation levels.

1

Monitor
Our
Watchlist
Constant monitoring and maintaining proprietary watchlist of stocks by various measures including market capitalization, geography, dividend profile, and other factors.

2

Dividend
Growth
Candidates
Generate list of companies paying dividends or are good candidates to initiate a dividend.

3

Dividend
Growth
Candidates
Screen this smaller list for fundamentals, earnings, valuation, etc.

4

Add New Investments
to Dividend Growth
Portfolios
Relying on research and years of dividend growth investing experience, select the best dividend growth candidates for investment.

Capitalizing on Market Movements

Our active approach to allocating cash provides us the opportunity to take advantage of market weakness. Many investors in dividend strategies simply take any paid dividends and reinvestment them back into the stocks they were paid from. For instance, in index based investing strategies, when a dividend is paid in a strong market, that dividend is automatically reinvested in the stock in was paid from – at that same elevated price. If the stock subsequently drops in price, the index investor is left hoping the stock will get back to the prior level to mitigate losses on the recent purchase. In contrast, the Dividend Growth Partners’ active investment process enables us to allocate dividends paid to where we see the greatest opportunity at each point. Therefore, market drops create the potential for redeployment of cash and dividends at lower prices.

Human Element

Dividend Growth Partners’ portfolios won’t look like your everyday dividend portfolio. Unlike many dividend strategies, we do not limit our universe to stocks that have a 10-year track record of dividend payments. We’re scouring the investment universe to find those stocks that are early in their dividend growth payment track records or simply have a high potential of paying a growing dividend in the future. What this means for our investors is that we’re finding those dividend-paying stars before they’ve built that long-standing dividend-paying track record. The DGP objective is to be holders when this dividend track record is built and eventually reflected in valuation – while collecting dividends along the way!

We are Partners

Catching Long-Term Dividend Growth Stars Early

Our active approach to allocating cash provides us the opportunity to take advantage of market weakness. Many investors in dividend strategies simply take any paid dividends and reinvestment them back into the stocks they were paid from. For instance, in index based investing strategies, when a dividend is paid in a strong market, that dividend is automatically reinvested in the stock in was paid from – at that same elevated price. If the stock subsequently drops in price, the index investor is left hoping the stock will get back to the prior level to mitigate losses on the recent purchase. In contrast, the Dividend Growth Partners’ active investment process enables us to allocate dividends paid to where we see the greatest opportunity at each point. Therefore, market drops create the potential for redeployment of cash and dividends at lower prices.