Navigator® High Dividend Equity
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.
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 40.4%* 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
Help clients remain committed to long-term goals.
The strategy strives to provide an optimal combination of capital appreciation and dividend income while attempting to mitigate downside risk in order to encourage clients to stay committed to their financial plan.
Get to Know the People Behind the Portfolios
Related Insights
Market Updates
Market Update: Investor Sentiment Hits Extreme Lows — A Bullish Signal?
March 14, 2025
In our Annual Outlook at the beginning of the year we stated, “Markets are cyclical. Corrections are normal. On average the S&P 500 has experienced three 5% corrections a year, a 10% decline once a year, a 15% decline every two years, and a 20% or greater bear market every three years.
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Monthly Moves
Monthly Moves: Charting Our Strategies, February 2025
March 10, 2025
U.S. equities gained in January, supported by positive market breadth.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, February 2025
March 7, 2025
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