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T-1 Dividend Strategy
​​Result Driven Equity Portfolios
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T-1 Fund Overview
(updated 12.31.2022)
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T-1 U.S. EQUITY DIVIDEND FACT SHEET
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Overview:
T-1 Dividend SMA seeks to track the investment results of broad dividend-paying companies in the U.S. equity market. Our portfolio will look to weather downturns, while still catching much upward motion during bull markets.
Mandate for T-1 Dividend Strategy
To find companies that pay a consistent dividend above an annual range of 3.75%, and have the ability to provide support in down markets while striving to enhance overall returns.
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