Our Philosophy
We invest in companies that:
- Consistently pay dividends at an increasing rate that averages at least 10% per year
- Pay those dividends for a minimum of 10 consecutive years
- Are committed to distributing profits to shareholders
- Produce essential products and services that we need to live, such as water, food, energy and healthcare
- Are industry leaders, have strong brands and growing global exposure
- Demonstrate an ability to manage their business with consistent earnings growth in various economic cycles
Consistent Earnings Growth Is the Key
Our reasoning is straightforward. In our view, consistent earnings growth drives consistent dividend growth. Earnings provide the ability to pay and grow dividends. Over the long run, consistent earnings have had a positive influence on the price performance of a stock. This is why we begin with companies that have well-established records of consistent earnings and dividend growth.





