Rising Dividend Portfolio

Separately Managed Account

The WCA Rising Dividend Portfolio seeks to access blue-chip companies with rising dividends at attractive valuations. We focus our attention on the 1,000 largest, actively traded companies listed on exchanges in the United States. From this starting point, we seek:

Steadily Rising Dividends

Portfolio companies must have demonstrated at least five consecutive years of dividend increases. Failure to raise the dividend is grounds for removal from the portfolio.

Consistency

The watchword for the WCA Rising Dividend Portfolio strategy is consistency. Therefore, the selection process favors companies with strong balance sheets and consistent earnings that are capable of sustained growth of shareholder value.

Income and Capital Growth

We believe that chasing yield without regard for capital growth is folly. Therefore, this portfolio seeks companies we believe are capable of growing the dividend as the result of expected improvement in earnings and free cash flow.

Diversification

Because the portfolio does not focus solely on yield, the WCA Rising Dividend Portfolio is free to invest across many sectors and industries. We limit exposure to a single sector to 30%. While diversification does not eliminate the risk of investing, and losses are possible in diversified portfolios, the goal is to increase returns while reducing risk.

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