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U.S. Dividend |
Philosophy
The Forward Management U.S. Dividend investment philosophy is based on the belief that by emphasizing higher-yielding stocks, the portfolio can participate in stock market advances and protect capital better than competing strategies during stock market declines.
Process
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Screen for companies with an absolute dividend yield higher than the S&P 500 |
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Identify companies with unusually high historical relative yield |
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Qualitatively review resulting companies to identify the most attractive candidates |
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Determine weighting based upon perceived risk and strength of the investment catalyst |
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U.S. Dividend Fact Sheet
For portfolio details and performance, click here. |
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