Bright Horizon Dividend
The Bright Horizon Dividend strategy pursues current income and long-term capital appreciation by investing in dividend-growing US equities. Utilizing a bottom-up research process, we focus on businesses with strong balance sheets, durable cash flows, and disciplined capital allocation.
Dividend Focus: We invest in quality companies that we expect to produce stable dividends and higher dividend growth than that of the broader market.
Fundamental Approach: Security selection is driven by bottom-up analysis with an emphasis on balance sheet strength and cash flow durability.
Stability: Designed to ensure consistent returns for investors through market volatility. Our portfolio is comprised of 20-25 stocks and offers the potential for competitive upside performance in strong market environments and the potential for lower downside risk in weak environments.
Investor Suitability: This strategy is intended for income-oriented investors who may prioritize current income and capital preservation alongside long-term capital appreciation.
Values-Based Review: In addition to our fundamental and financial analysis, we conduct a final qualitative assessment to screen for business practices and corporate activities that are inconsistent with our core Christian values.