High Dividend Yield Portfolio

Objective:


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.

Dividends are an important component used in evaluating the attractiveness of a company.
 
Dividends provide a reflection of a company’s activity, its management, and the value of its shares.

We seek to identify good business models with an attractive current yield, a growing income stream over time, and the opportunity for capital appreciation

Primary Portfolio:


Dividend paying equities