Global Dividend GROWTH
Inception:
January 2009
10%
GIPS
Compliant Firm²
Global Dividend GROWTH
Inception:
January 2009
10%
GIPS
Compliant Firm ²
Concentrated portfolio of companies committed to rewarding shareholders through sustainable and growing dividends, targeting a 10% growth rate in dividends over the long-term.
The Blue Current Global Dividend Growth strategy utilizes its investment expertise in growing cash flow through what we believe is a niche universe of high quality, dividend-paying companies with sustainable business models and dividend policies. The primary objectives are to pay a stable and increasing dividend each quarter and deliver attractive long term capital appreciation to investors.
The Blue Current investment team concentrates on a select portfolio of 35-50 companies across developed markets that meet our stringent qualities. We focus on companies that we believe have a history of rewarding shareholders and have the financial ability to continue to increase the dividend over time. We also focus on the future earnings potential of each company and strive to purchase those businesses when they are trading at a discount to their true value.
- Concentrated with 35 to 50 holdings
- Global emphasis focused on developed markets
- Invests at least 40% of the portfolio in companies domiciled outside the US
HISTORICAL TOTAL RETURNS
(*annualized)
