U.S. Dividend

This strategy aims to generate stable and growing income combined with long-term capital appreciation, favouring companies with a proven ability to pay dividends and grow them over time.

Investment process

The strategy combines a quantitative approach and rigorous fundamental analysis to select large-cap U.S. companies.

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The portfolio is composed of 20 to 40 securities and built to withstand all market cycles with a long-term horizon. Approximately 35% of the portfolio is invested in securities that are part of the Dow Jones index.

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Security selection focuses on sector leaders with positive cash flows, a history of dividend growth, and a high return on capital.

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The investment universe covers more than 150 companies, representing more than $15 trillion in market capitalization.

Stable and growing income

Rigorous fundamental analysis

Sector leaders

Portfolio managers

Jean Duguay

Senior Vice-President and Co-Chief Investment Officer | Eterna Investment Management

Why invest in U.S. dividends

Concentrated portfolio of U.S. leaders with strong balance sheets and stable cash flows
Regular and growing income through rigorous selection of dividend and growth securities
Returns superior to those of the main indices over most periods, with an attractive risk-return profile
Low portfolio turnover, reflecting high-conviction management and a long-term horizon
Demonstrated capital protection across different market cycles

See the factsheet

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