The AWM US Dividend Growth Strategy is suited for income-oriented investors seeking to buy profitable companies that are growing their dividends. The strategy is designed to incorporate 20 stocks, with a maximum of 5 stocks in one industry group. The strategy emphasizes stocks with high expected dividend yields, long track records of earnings growth and low price betas. Importance is placed on stocks with high reported cash flow to debt ratios and high earnings estimate revisions. Stocks are screened to ensure that they have minimum liquidity, analyst coverage, expected dividend yield and earnings estimate revision as well as a limit on dividend payout ratio. The strategy can be implemented to compliment an existing portfolio, or as a stand-alone strategy for investors. AWM partners with Morningstar to implement a disciplined quantitative investment strategy that will hold stocks in the portfolio until specific rules based sell criteria are met. Purchases are based on quantitative rankings which buy the highest ranked stock not currently held in the portfolio as ranked by the strategy.
Read more…
AWM Model Portfolio Overview-Internal Only Dividend Growth 052018 (2)[3]
Leave a Reply