Portfolio Overview

The 60 West Advisors Dividend Growth Strategy is a focused strategy that includes a group of high-quality industry leading companies which we believe will increase both earnings and dividends over time.  Our selection process covers a broad spectrum of fundamentally based bottom-up research in conjunction with relative valuation analysis to determine portfolio purchases and sales.  Companies are selected based upon competitive position, financial strength, earnings growth, and commitment to increasing dividends. Turnover is limited to increase tax-efficiency.

SECURITY SELECTION PROCESS

  • Multi-Factor Security Evaluation: Fundamentally based bottom-up research in conjunction with relative valuation analysis to determine  portfolio purchases and sales
  • Portfolio Construction: The portfolio is evaluated and selected through additional qualitative analysis based on factors such as: earnings growth, payout ratio, market capitalization, S&P investment grade rating,  debt/equity ratios, quality management, and dominant products or services 
  • Final Portfolio:  Consists of a diversified portfolio of 30–40 dividend paying equity securities that have historically increased their dividends