Access key fund documentation and performance reports.
Managed in the US by our partner company River Road Asset Management, clients benefit from the expertise of a locally-based investment team.
We employ an ‘Absolute Value’ philosophy that takes ideas from across the market capitalisation spectrum. This unique proprietary discipline indicates where the most compelling value is to be found at any given point in time in the market.
The fund employs a 'bottom-up' investment process that selects companies offering a high and rising dividend, an attractive business model, sustainable cashflow, financial strength and shareholder-orientated management. Unlike many other equity income strategies, we place an equal emphasis on sourcing dividends from smaller companies.
The fund is aimed at investors seeking attractive yet less correlated total returns generated from the full spectrum of the US equity market.
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
US Equity Income Fund II team
Henry W. Sanders III
Executive Vice President and Senior Portfolio Manager
Thomas S. Forsha
Co-Chief Investment Officer and Portfolio Manager
James C. Shircliff
Co-Chief Investment Officer and Senior Portfolio Manager
Andrew R. McIntosh
Associate Portfolio Manager
We want companies that not just pay nice dividend but have a history, ability and willingness to regularly raise that dividend over time.
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A diverse range of UK equity investment solutions backed by a highly experienced team of portfolio managers and a dynamic, forward-looking investment process.