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Offered in suite of products:

    Our Philosophy

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

    Overview

    Consistent Portfolio Income Through High Quality Companies

    Investors struggling to find income often reach for yield, exposing themselves to undesired risks. We built this strategy to deliver dependable income in a risk-efficient manner, by investing in high-quality companies while controlling for unintended risks.

    Benefits

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

    Quality Enhances the Consistency of Income and Return Objectives

    Transparent, Cost-Effective Active Management

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    How it Works

    Target Dividend Payers and High Quality Companies

    Seek dividend paying companies that exhibit prudent management of capital, strong profitability, and consistent cash flow generation relative to their sector peers.

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    How it Works

    Establish Risk-Controls That Limit Unintended and Unrewarded Exposures

    Set strict constraints to limit large active risk within sectors, regions, and individual stocks

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    How it Works

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

    Generate a high level of income through high quality stocks in a sector- and region-neutral portfolio

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    How it Works

    Optimize Portfolio to Balance Risk, Return and Cost Objectives

    A final stringent review and optimization is conducted to verify the portfolio maximizes exposure to the high quality and high income characteristics, has minimized any excess risks that don’t contribute to outperformance, and is positioned to be implemented and managed cost-effectively.

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    Who it's for

    Investors Seeking Income With Capital Appreciation

    Quality dividend-paying stocks can deliver compelling total return over time.

    Investors Seeking to Improve Portfolio Income Through Equity Allocation

    Strategy targets yield of 1.5x – 2.0x benchmark.

    Investors Seeking Cost-Effective Active Management

    A systematic approach enables our portfolio management team to gain exposures to the key sources of portfolio outperformance, in a cost-effective manner.

    Portfolio

    Select a Strategy
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    eVestment Universe
    Benchmark
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    Investment Vehicles Available

    Team Expertise

    We measure success as achieving investor outcomes and delivering an exceptional client experience.

    Jeff Sampson, CFA®

    Portfolio ManagerRead Bio

    Peter Zymali, CFA®

    Portfolio ManagerRead Bio

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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.