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Active Equity

Quality Dividend Focus Large-Cap Plus

Potentially delivers high dividend yield and consistent performance through an efficient investment process that targets high-quality companies to minimize unintended risks.

Our Philosophy

We believe investors should be compensated for the risks they take — in all market environments and any investment strategy.

Overview

Quality That Pays Dividends

Investors trying to enhance their portfolio income in the equity market may be exposing themselves to undesired risks, such as large sector concentrations. This strategy seeks to deliver more consistent outcomes by targeting high-quality, high-dividend paying companies while controlling for undesirable portfolio risks.

Benefits

Seeks Steady Growth through Attractive Risk-Adjusted Returns

High Dividend Yield, Targeting Up to 2x That of the Broad Market

Transparent, Cost-Effective Active Management

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How it works

Target Quality and Income

Rank and select companies with high quality characteristics, eliminate non-dividend payers.

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How it works

Establish Risk-Controls That Limit Unrewarded Exposures

Maintain benchmark weights on regions and sectors, where taking active risk often doesn’t pay off.

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How it works

Construct a Portfolio That Targets Yield and Quality in a Controlled Manner

Balance risk, return, dividend yield, quality and transaction costs.

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How it works

Optimize Portfolio to Key Objective

A final stringent review and optimization is conducted to verify the portfolio maximizes exposure to high quality and high income characteristics and seeks to minimize any excess risks that don’t contribute to outperformance.

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Who it's for

Long-Term Investors

Diversification across the investment universe designed to add value over full market cycles.

Investors Seeking Equity-Based Portfolio Income

Strategy targets yield of 1.5x – 2.0x the benchmark.

Investors Seeking Cost-Effective Active Management

A systematic approach enables us to target key sources of portfolio outperformance, in a cost‑effective manner.

Related Products

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Designed to deliver an elevated dividend yield relative to the broad market while taking a defensive portfolio approach and investing in high quality companies to further enhance income consistency and stability.

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Quality Large Cap Core

Designed to deliver outperformance by investing in a diverse portfolio of undervalued, high quality companies with positive momentum.

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Quality U.S. Value

Potential to deliver outperformance at lower volatility than the benchmark through the selection of value companies with a quality tilt toward higher cash flows, profitability and return on capital.

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    Contact Us

    Interested in learning more about our investment strategies? 

    All securities investing and trading activities risk the loss of capital. Each portfolio is subject to substantial risks including market risks, strategy risks, advisor risk, and risks with respect to its investment in other structures. There can be no assurance that any portfolio investment objectives will be achieved, or that any investment will achieve profits or avoid incurring substantial losses. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Risk controls and models do not promise any level of performance or guarantee against loss of principal. Any discussion of risk management is intended to describe NTAM’s efforts to monitor and manage risk but does not imply low risk. This information is general in nature and should not be construed as tax advice. Please consult a tax advisor or professional as to how this information may affect your particular circumstance.

     

    Not FDIC Insured | May Lose Value | No Bank Guarantee

    Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.