Investment Strategy

The strategy aims to deliver an attractive and growing income stream through:

• Prevailing growth - We tap into the trend that dividend growth stocks outperform the broader market over the long term
• Unique - Our investment criteria is centred around companies which have grown their dividend in at least eight of the last ten years
• Quality - Portfolio comprised of attractively valued companies exhibiting strong pricing power to generate sustainable free cash flows
• Alpha generation - Proven philosophy to exploit under-appreciated profit growth through concentrated position sizing
• Long term investing - Compounding investor returns over multi-year holding periods
• Managed risk - Portfolio informed by proprietary investment research and sophisticated risk analytics