(Video by Mimi Productions. Headshot by Tom McKenzie.)
One of two awards in the U.S. equity large-cap category, Schafer Cullen’s High-Dividend Equity Strategy focuses on high-quality companies that are able to deliver — and grow — dividends over several years. Envestnet | PMC’s analysts found the strategy’s one-year performance and 10-year risk-adjusted return were in the top quartile of firms in Envestnet’s large-cap value SMA universe.
Portfolio manager Jennifer Chang spoke with ThinkAdvisor’s Bernice Napach at the Envestnet Advisor Summit in May about the benefits of a low P/E discipline and where she’s finding dividend growth.
— Read Torchbearers: The 2016 SMA Managers of the Year on ThinkAdvisor.