Russell 3000 Enhanced Dividend 


Strategy Overview

The Russell 3000 Enhanced Dividend Strategy seeks risk-managed income plus moderate long-term growth of principal by owning a targeted portfolio of high-quality, dividend-paying stocks via an SMA structure.

Russell 3000 Enhanced Dividend

Strategy Summary

The strategy invests in a targeted portfolio of approximately 45 dividend-paying stocks from the Russell 3000 Value index selected through a proprietary screening process developed by VGA to identify companies with attractive current yield plus total return potential. The Hedged version has a risk managed overlay that adjusts the strategy’s net-exposure based on the broader market trend.

Strategy Objective

The strategy seeks two primary objectives:

  1. Risk-managed income.
  2. Moderate long-term growth of principal.

Portfolio Managers

Tom Samuelson, CFA, CMT
Chief Investment Officer
Kendall Dilley, CFA, CMT
Portfolio Manager

Strategy Information

  • Inception: August 2015
  • Category: Long Short Equity & Large Value
  • Structure: Managed Account (SMA)
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