Deconstructing Dividends:

Six Reasons to Consider 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: Six Reasons to Consider 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.

  • Demonstrate lower risk profiles relative to non-dividend-paying stocks.

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

  • Are lowly correlated with other equity classes, making them good portfolio diversifiers.

  • Typically are attractive investments in rising rate environments.

  • Enables our investment team to potentially amplify the positive impact these stocks have on an investor’s portfolio

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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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