Dividend Growth Strategy

The Wellesley Investment Partners Dividend Growth Strategy consists of dividend-generating companies which we believe are in strong financial standing, and which we feel will increase their dividends over time.

Wellesley Investment Partners Dividend Growth Strategy - Sample Holdings by Sector*

Investment Criteria

Return on Equity is over the past 12 months.

Dividend-paying equities are evaluated for qualities which we feel help identify favorable holdings. Qualities we consider include:

  1. Good business - We look for companies with a history of strong profitability and solid balance sheets
  2. Fair Price - Valuation is attractive
  3. Experienced Management - A track record of operational proficiency and running the company for the long-term
  4. Shareholder Oriented - Demonstrated desire and ability to reward shareholders with solid and growing dividends

*The selection of securities displayed is not based on performance criteria. Holdings shown are as of 3/31/2017 and are a subset of the overall Strategy. Client portfolios will typically hold 50 stocks which are subject to change without notice. Sample holdings are for illustrative purposes only. Holdings within each sector are sorted alphabetically, and half the total number of holdings within each (rounding down in the case of an odd total number of sector holdings) are displayed. No more than three holdings are shown. If a sector has three or fewer holdings, all are displayed. The Wellesley Investment Partners Dividend Growth Strategy consists primarily of large-cap U.S. equities, and therefore utilizes the S&P 500 index for comparative purposes as it is a widely recognized benchmark often used to compare investment strategies consisting primarily of large-cap U.S. equities.

Additional Disclosures