Just as clients rely on us to be good stewards of their savings, we rely on the companies in which we invest to be good stewards of their businesses. This involves maintaining a delicate balance among shareholders, customers, staff, suppliers, and broader societal stakeholders. In essence, it’s a symbiotic relationship.

Sustainable dividend growth is not a solo act; it requires companies to have competent boards with relevant experience, motivated management focused on long-term growth, and robust policies with transparent ESG practices.

Our stock analysis incorporates relevant ESG risks or opportunities into our investment process and ultimately, it is crucial to our decision to buy, hold or sell a stock.