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Income Solutions

Income Solutions

Dividend income can provide balance to portfolios focused on capital appreciation. These strategies seek high and growing income streams from equity and related securities including common and preferred stocks, convertible securities, real estate investment trusts and master limited partnerships (MLPs).  

Dividend Strategy Overview

Perspectives

  • Handicapping the Odds of a Recession
    Looking at a range of indicators that can provide early signals of a slowing economy.
  • Taking the Pulse of the Value Rally
    Investment Strategist Jeffrey Schulze, CFA and Head of Global Value, Paul Ehrlichman, discuss the current international value equity market.
  • How We Factor Tax Reform into Company Analysis
    Understanding the nuances of potential corporate tax changes enables us to frame a range of outcomes.
  • 2017 Outlook
    Investment Strategist Jeffrey Schulze, CFA looks at what the political landscape and major economic trends tell us about the stock market in 2017.
  • Dividend Strategy Update
    4Q16 Update: PM Michael Clarfeld, CFA, offers his review of the fourth quarter, an update on portfolio performance and his outlook.

Institutional Separate Accounts

(As of December 31, 2016)
Average Annual Returns
Name Strategy AUM YTD Returns 1 Year 3 Years 5 Years 7 Years 10 Years Fact Card Commentary Copy link to clipboard

Mutual Funds

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Separately Managed Accounts

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Closed-End Funds

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Variable Investments

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