Equity Income: Take It or Leave It
Investor needs shift over time. Our Global Equity Enhanced Income (GEEI) strategy is designed to meet near-term and long-term goals by providing consistent income plus growth in a diversified global equity portfolio.
Key takeaways
- Looking at global equities over the past 25 years, income is the most consistent part of total returns. Reinvesting income over time may contribute to much greater returns.
- Despite the power of equity income and its consistency and compounded returns, the market’s focus on growth has led to three myths about income. GEEI addresses all three.
- Myth 1: Dividends are unreliable. GEEI’s proprietary stock selection model and two sources of income (dividends and options) aim for consistent yield.
- Myth 2: Income strategies miss out on growth. Focusing on income and total return, GEEI also holds non-dividend-paying stocks and targets a beta of 1 for growth opportunity.
- Myth 3: Seeking yield leads to concentration, structural underweights, and style bias. GEEI is a truly global portfolio, well balanced across sectors, regions, and styles.
Related insights
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