International ADR Dividend Income
- Pursues a high level of current income and long-term capital appreciation utilizing proprietary top-down and bottom-up analysis.
- Seeks a substantially higher dividend yield than the broad market.
- Invests primarily in 30-50 companies with dividend growth potential.
- Offers the potential for competitive upside performance in strong market environments and the potential for lower downside risk in weak environments.
Strategy Inception: June 1, 2010
Portfolio Manager: James M. Russo
Dividend Yield: 4.55%
P/E Ratio: 13.33
Firm Assets: $300 million
Benchmarks: MSCI EAFE Value NR, S&P International Dividend Opportunities and US Fund Foreign Large Value
*Available through TD Ameritrade, Schwab and Lockwood/Pershing Managed Account Solutions.