Quality Dividend Focus
Target the Power of Dividends Efficiently
Jeff Sampson, CFA®
Jeff Sampson is a senior portfolio manager on the quantitative active equity team responsible for the implementation of several quantitative equity strategies, specializing in dividend and ESG investing. He currently co-manages the Northern Income Equity Fund and the Northern U.S. Quality ESG Fund.
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The Quality Dividend Focus strategy seeks to build a portfolio of high-quality stocks with strong fundamentals and high dividend yield.
The Quality Dividend Focus strategy seeks to build a diverse, higher-quality portfolio that delivers consistent returns and a high dividend yield while mitigating unintended risks. Our portfolio construction process and active risk management is designed to avoid sector concentrations, unsustainable dividends (or yield traps) and unintended beta exposures.
- Targets compensated equity factors of quality and dividend yield
- Seeks to deliver a high and consistent dividend yield, 1.5-2X the select benchmark
- Creates intentional risk exposures with sector/region-neutral portfolio construction
A Multi-Factor Model with Quality and Dividend Yield
Proprietary factor definitions, smart multi-factor construction and efficient use of risk come together to pursue predictable outcomes.
Why invest with Northern Trust Asset Management?
We seek to add investment value across several essential dimensions