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Since 2009, Blue Current has focused on delivering sustainable dividend income growth so that you can maintain your purchasing power without worrying about inflation eroding your quality of life. Our strategies invest in growing companies that are committed to continually increasing their dividends over time so that you directly benefit from their success. Our flagship global dividend growth strategy has delivered a 10% annual increase in distributed dividends since its inception.
$700mm
Assets
Under Management ¹
GIPS
Compliant Firm ²
INCEPTION
JANUARY 2009
BLUE CURRENT STRATEGIES
We offer three strategies that are each managed using the same investment principles that have always guided us: quality, dividends, and value.
Global Dividend Growth
OBJECTIVE
HISTORICAL TOTAL RETURNS
(*annualized)
Top 10 Holdings
Weighting
Targa Resources
4.5%
Mitsubishi UFJ Financial
4.3%
Johnson & Johnson
3.8%
RTX Corp
3.5%
Shell PLC
3.3%
BNP Paribas
3.3%
Coca-Cola Co.
3.2%
Coca-Cola Europacific
3.2%
Danone
3.2%
Unilever PLC
3.1%
US Dividend
Growth
OBJECTIVE
Invest in a portfolio of US-domiciled companies that are committed to long-term dividend growth and returning cash flow back to shareholders.
HISTORICAL TOTAL RETURNS
(*annualized)
Top 10 Holdings
Weighting
RTX Corporation
4.9%
Targa Resources Corp.
4.7%
HCA Healthcare Inc.
3.7%
J.P. Morgan Chase & Co.
3.5%
Morgan Stanley
3.5%
Coca-Cola Co.
3.5%
Procter and Gamble
3.1%
Kroger
3.1%
Baxter Intl.
3.1%
Johnson & Johnson
3.1%
International Dividend Growth
OBJECTIVE
HISTORICAL TOTAL RETURNS
(*annualized)
