Global Dividend Managed
Account Strategy

Investment Strategy

This investment strategy seeks current income and long-term capital appreciation through investment in equity securities. It invests primarily in equity securities of large capitalization companies in developed markets. It also may invest in small and medium capitalization companies and companies domiciled in emerging/developing markets. Selection of this strategy indicates a willingness to assume the additional risks involved with global investing. More detailed information on this strategy is available upon request.

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Fact Sheet Sample Portfolio
Client Presentation Book

Investment Process*

Global Dividend Inflation

Investment Team


Stuart Reeve Stuart Reeve
Managing Director
Andrew Wheatley-Hubbard Andrew Wheatley-Hubbard
Managing Director

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