HIGH DIVIDEND YIELD PORTFOLIO

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 portfolio invests primarily in companies with above-average dividend yields and trading at discounts from our assessment of their intrinsic value.

  • Why Should I Invest

  • ​Principles

  • ​philosophy

  • ​Process

  • ​Dividends

  • ​Manager

​ARE WE A GOOD FIT?

We work with individuals and their financial advisors who are value conscious, moderate to conservative equity investors with a long-term investment horizon.


Absolute return mindset. We buy stocks that we feel are, "cheap" while relative return investors buy stocks that are popular, which means they are already fully priced. 

"As one cannot spend relative performance, absolute returns are the only returns that matter."