A hybrid dividend strategy that blends high-dividend-yield stocks for immediate income with dividend-growth stocks for long-term appreciation, built and managed in-house by Equitas since 2014.
The Equitas High Dividend Strategy has been managed in-house since 2014, applying the same disciplined, research-driven selection process through every market cycle since.
Dividend-paying stocks give investors a source of periodic cash flow while still participating in market growth, a combination that matters as much to foundations and endowments as it does to retirees living off their portfolios.
Dividend-paying stocks have also historically shown more resilience during market downturns than the broader market, an important consideration for investors who depend on their portfolio for steady income and can't simply wait out a prolonged decline.
Dividends carry a tax advantage as well. Qualified dividends are taxed at preferential rates rather than as ordinary income, and dividends held in tax-advantaged accounts like IRAs and 401(k)s can compound tax-free or tax-deferred. Combined with a research-driven, hybrid approach to security selection, that's the case for treating dividend income as a core piece of a portfolio, not an afterthought.
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Securities that pay high dividends as a group can fall out of favor with the market, causing such companies to underperform companies that do not pay high dividends. Changes in the dividend policies of portfolio companies and the capital resources available for dividend payments may affect the strategy.
Performance history, if quoted, represents past performance and cannot guarantee comparable future results; current performance may be lower or higher. Full performance history and methodology are available in the complete fact sheet.
Equitas Capital Advisors, LLC is registered as an investment advisor with the U.S. Securities and Exchange Commission ("SEC") and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. This page is not an offer to sell nor a solicitation of any offer to buy any securities, investment product, or investment advisory services. All investment strategies have the potential for profit or loss; there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor.