Deconstructing Dividends:

We Take a Closer Look at the Virtues
of Investing in Dividend-Paying Stocks

Research shows that allocating a portion of investable assets to dividend-paying stocks has the potential to enhance a portfolio’s overall risk/return profile. Our Deconstructing Dividends: A Closer Look at the Virtues of Dividend-Paying Stocks white paper presents compelling evidence as to why small- and mid-cap dividend-paying stocks should be part of a diversified portfolio.

Our research shows that dividend-paying small- and mid-cap stocks:

  • Historically deliver higher returns compared to non-dividend-paying stocks

  • Have lower risk profiles relative to non-dividend-paying stocks

  • Have the ability to participate in up markets while preserving capital in down markets

  • Have low correlations with other equity classes, making them good portfolio diversifiers

  • Have shown to be attractive investments in rising rate environments

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Learn More About Our Dividend Focused Strategies:


RISKS: Diversification does not eliminate the risk of experiencing investment losses.

Investing in small- and mid-cap funds generally will be more volatile and loss of principal could be greater than investing in large-cap funds.

Dividends are not guaranteed. A company’s future abilities to pay dividends may be limited and a company may cease paying dividends at any time


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