Skip to content
Save
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

This is a carousel with slides. Use Next and Previous buttons to navigate.

Slide 1 of 3
Principles of Investing

Focus on Persistent Sources of Excess Return

Our strategies target systematic sources of excess return that have been proven over long periods.

1 / 3

Principles of Investing

Seeking to Improve Risk-Adjusted Returns by Integrating a High-Quality Foundation

The inclusion of a proprietary quality factor roots our security selection process in strong company fundamentals and has shown to potentially improve risk-adjusted returns over time.

2 / 3

Potential Improvements in Sharpe Ratio for Factor-Mimicking Portfolios Driven by Addition of the Quality Factor

Source: Morningstar, Northern Trust Asset Management.December 31, 1996 to June 30, 2023. Past performance is no guarantee of future results. Index performance returns do not reflect any management fees, transaction costs, or expenses. It is not possible to invest directly in any index. Indexes are the property of their respective owners, all rights reserved.

Principles of Investing

Utilize a Systematic Approach to Maximize Efficiency

Generating excess returns is important but risk and cost effectiveness are critical. We believe utilizing a systematic investment approach enables our strategies to seek to deliver on all three objectives consistently.

3 / 3

A Systematic Approach Maximizes Efficiency

Past performance is no guarantee of future results. Index performance returns do not reflect any management fees, transaction costs, or expenses. It is not possible to invest directly in any index. Indexes are the property of their respective owners, all rights reserved.

This is a carousel with slides. Use Next and Previous buttons to navigate.

Slide 1 of 4
How it works

Target Quality and Income

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

1 / 4

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.

2 / 4

How it works

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

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

3 / 4

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.

4 / 4

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

Quality Dividend Focus Defensive

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.

Read Now
Save

Quality Large Cap Core

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

Read Now
Save

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.

Read Now
Save

Related Content

Slide 1 of 3
  • Even in this U.S. Equity Rally, Investors Can Find Losses to Reduce Taxes
    MarketScape
    Save
    Just a few stocks have driven the surge in U.S. equities this year, leaving plenty of opportunities for investors to realize losses and potentially reduce their tax burden.
    View Now
    Save
  • The Puzzle of the Equity Market's Reaction to Rising Rates
    MarketScape
    Save
    Equity index multiples have barely budged with rising interest rates, but rates still are driving returns in most individual stocks. Deputy CIO and CIO of Global Equities Michael Hunstad, Ph.D., examines why this may be happening.
    View Now
    Save
  • The High Probability of Recession in Europe Likely Will Burden Equities
    MarketScape
    Save
    Higher interest rates, rising energy prices and plummeting credit are likely pushing the European economy into recession. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom, CFA, analyzes the global forces affecting Europe and explains how we’re positioned in our portfolios.
    View Now
    Save
  • 1 / 3

    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.