The Sustainable 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 and with above average and/or improving sustainability profiles determined by Breckinridge’s research team. 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 and sustainability 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.