High Yield Dividend Portfolio

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The St. James High Dividend Yield portfolio takes a total return approach to dividend investing, seeking attractive current income and capital appreciation through an actively managed portfolio of dividend-paying stocks.

The typical portfolio will have approximately 30 companies.

The High Dividend Yield value-oriented approach invests primarily in securities with above-average dividend yields and trading at reasonable discounts from our assessment of intrinsic value.



If you already have a password

Please click here in order to access our High Dividend Yield Portfolio

To obtain a password for access please contact John Spicciatie at 631-979-6520 x204 or email john@stjamesia.com



At a Glance

Who Should Invest?

Value conscious moderate to conservative equity investor with a long-term horizon.

Wants a portfolio that is trying to deliver an absolute return.

Governing Principles

We will invest in companies with above-average dividend yields and an established history of paying dividends.

We believe the best way to accomplish our goals is to accept short-term underperformance for long-term success.

Philosphy

We are absolute return investors and each investment must meet our strict fundamental research and macroeconomic criteria, not just offer opportunity relative to other alternatives.

Primary Portfolio

Dividend-paying equities.

Portfolio Manager

Brian Mark