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:
For more information on the Russell 3000 Enhanced Dividend Strategy, contact us.
Vineyard Global Advisors LLC is a dba of Integrated Advisors Network LLC, collectively hereinafter (“the Adviser” or “Vineyard Global Advisors” or “VGA”) and is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training.
More information about Vineyard Global Advisor, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.
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