- Our Firm
- Strategy Overview
- Equity Alpha
- Asset Allocation
- For Advisors
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.
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.
The strategy seeks two primary objectives: