DIVYS invests in companies with above average income through a focus on securities with a history of above average dividends, dividend growth or dividend stability. DIVYS may also tactically invest across other asset classes e.g. preferred securities, trust preferred securities, etc., where there may be potential opportunities for capital appreciation and income.
This low beta approach is designed to limit exposure to downside risk when compared to general equity market index investing.
The Hilton teams focuses on the sustainability of the dividend and the opportunity for dividend growth rather than on the absolute level of the company’s dividend.
Mr. Oxenham should know, as he was the co-founder of HSBC’s dividend yield strategy. Today he is the co-CIO of the Hilton Dividend & Yield Strategy with William Garvey and responsible for investment decisions and asset allocation with a particular focus on overall portfolio risk.
The Hilton Dividend & Yield Strategy invests in US exchange-traded stocks (including foreign American Depository Receipts), as well as dividend-paying and dividend-growth equities of any capitalization.