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FAM Dividend Focus Fund - Keywords


INVESTMENT PHILOSOPHY

  • Seeking Consistent Returns
  • Long-Term Investor
  • Quality Focus
  • Concentrated Investing
  • Durable Businesses

INVESTMENT FOCUS

  • Growth and Quality
  • Mid-Cap Growth
  • Dividend Growth Track Record

INVESTMENT PROCESS

  • Bottom-Up Selection
  • Relative Values
  • Company Visits
  • Qualitative Analysis
  • Studying Great Businesses
  • Select from 800 Dividend Payers in Mid-cap

RESEARCH PROCESS

  • Fundamental Analysis
  • Company Visits
  • Revenue Growth Models
  • Return on Capital
  • Free Cash Flow Analysis
  • Improving Financials
  • Growth Longevity Analysis
  • Sustainable Business Models
  • Qualitative and Quantitative Screening
  • Earnings Growth
  • Deep Dive Research
  • Dividend Growth Analysis

PORTFOLIO CONSTRUCTION

  • Concentrated Portfolio
  • Benchmark Aware
  • Let Winners Run
  • Strict Sell Discipline

RISK CONTROL

  • Deep Research Driven
  • Aversion to High Debt
  • Invest in Dividend Payers Only
  • Quality Businesses