Description

This fund's primary goal is to achieve substantial long-term capital growth, complemented by a secondary objective of generating consistent income. It predominantly allocates its investments to U.S. common stocks. The portfolio managers specifically target financially robust, high-quality companies that are known for paying dividends above the market average, possessing significant free cash flow, and having a consistent history of dividend increases. Typically, investments are made in mid- to large-sized companies, with a focus on diversifying holdings across various industries and economic sectors.