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.
Get More Information On This Strategy
For more information on performance, customization and other characteristics please submit this form and a member of our Client Relations team will be in touch.
[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.
The information above is current as of 12/31/25.
There is no guarantee that the strategies or customizations will achieve their objectives, lower volatility or be profitable. Client-driven modifications and customizations are subject to review and approval. Some modifications and customizations cannot be combined and/or require higher account minimums. All investments involve risk, including loss of principal. Diversification cannot assure a profit or protect against loss. No investment or risk management strategy can guarantee positive results or risk elimination in any market. Investments in values-aligned customizations are subject to proportionately higher exposures in certain types of risks.