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.