The content on this website is intended for investment professionals and institutional asset owners. Individual retail investors should consult with their financial advisers before using any of the content contained on this website. Breckinridge uses cookies to improve user experience. By using our website, you consent to our cookies in accordance with our cookie policy. By clicking “I Agree” and accessing this website, you represent and warrant that you are agreeing to the above statements. In addition, you have read, understood and agree to the terms and conditions of this website. The content on this website is not intended for use or distribution outside of the U.S., unless permitted by applicable law.

High Quality Dividend

  • Market Cap Large Cap
  • Benchmark S&P 500

The High Quality1 Dividend Strategy seeks to generate a reliable income from dividends along with long term capital appreciation by investing in large cap2, investment-grade companies with a strong record of paying dividends. Believing that credit quality can be an excellent predictor of a company’s reliability as a dividend payer, the strategy leverages Breckinridge’s research by imbedding the firm’s credit ratings in a rules-based methodology that selects stocks according to fundamental criteria to capture strong dividend payer attributes, as defined by our investment team. This strategy is offered through separately managed accounts and can be managed on a tax-aware basis. 

Investment Objective

Generate stable dividend income and long-term capital appreciation

Eligible Investments

Large cap, investment grade U.S. corporate debt issuers with a historical record of consistently paying dividends

Strategy Information

Inception Date: October 2022

Get more information on this product

For more information on performance, customization and other characteristics please submit this form and a member of our Consultant Relations team will be in touch.

Please fill out the form below.

[1] High quality means the strategy invests solely in investment grade companies that issue public debt and that pay dividends. There is no guarantee that companies will continue to pay dividends or that dividends will increase.

[2] Breckinridge generally considers large cap to be above $10B.