Navigator® High Dividend Equity Option
Navigate the U.S. Equity Marketswith a Focus on Dividend Growth
Allocation
- Core U.S. Equity, Equity
APPROACH
- Bottom-Up
FOR ADVISORS:
This strategy seeks to provide favorable risk-adjusted returns through a carefully constructed portfolio of high-quality domestic and international equities, REITs, and preferred stocks. Covered call options are selectively utilized in an effort to provide income.
Seek consistent dividend income and capital appreciation.
The strategy seeks to provide current income while investing in high quality companies that we believe will have the ability to achieve stable growth into the future. The strategy seeks to offer a lower volatility approach to the equity markets with an above average dividend yield.
Focus on long-term total return with reduced standard deviation.
Since 1929, dividends have contributed 42.9%* of the total return of the stock market. We believe that investing in companies with sustainable dividend policies and strong fundamentals for capital appreciation is an important factor in achieving attractive returns.
*Ned Davis Research
Foster sustainablelong-term growth
A covered call option overlay is incorporated to potentially increase yield, reduce volatility, manage capital gains and define exit points for portfolio holdings.
Get to Know the People Behind the Portfolios
Related Insights
Market Updates
Market Update — Rate Cut Disappointment!
December 19, 2024
As expected, the Federal Reserve cut the overnight lending rate by 0.25% yesterday.
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Monthly Moves
Monthly Moves: Charting Our Strategies, November 2024
December 11, 2024
Post the U.S. presidential election, U.S. equities experienced their strongest month of the year and are on track to deliver the strongest annual performance for the S&P 500 in 25 years, with investor sentiment at the upper end of the historical range. Momentum continues to lead across market caps as investors focus on quality companies with strong margins and profitability.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, November 2024
December 11, 2024
New all-time highs were achieved for the major U.S. equity indices in November. The Russell 2000 Index even participated, passing its prior high from 2021 after market leading monthly gains. See Table 1 for November 2024, YTD, and calendar year 2023 results.
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