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 E. Reeve
Portfolio Manager, Global Dividend Income and Long Horizon
Stuart Reeve, Managing Director and portfolio manager, is the leader of the London-based Global Equity team within the Fundamental Active Equity business of ...
Andrew Wheatley-Hubbard, CFA
Portfolio Manager, Global Dividend Income
Andrew Wheatley-Hubbard, CFA, Director, is a member of the Global Equity Platform within Fundamental Equity, and is on the London Based Global Equity ...