ZCM High Dividend Equity Strategy

Overview

The ZCM High Dividend Equity strategy consist primarily of U.S. stocks, with opportunistic use of international companies available in the form of American Depositary Receipts. They hold 30 to 40 securities with equal weightings to each investment and a target of 2%-5% cash. By leveraging quantitative and qualitative measures, the strategy seeks to identify stocks that are likely to provide a growing income stream and price appreciation. The investment process is focused on a unique combination of companies with a strong history of dividend growth and a significantly higher yield than the S&P 500 index. Additionally, it requires that these companies have a “healthy” payout ratio (i.e. less than 100%) to indicate that not all of the cash flows are used to support the dividend. Lastly, we look to add these positions to the portfolio when they find the company valuations to be cheap.

Objective

The ZCM High Dividend Equities strategy seeks to provide current income and long-term capital appreciation with an acute focus on downside protection in dividend-growing stocks. Holdings are selected based upon bottom-up fundamental analysis.

Portfolio Management

Christian Greiner, CFA

Senior Portfolio Manager

 (312) 883-0826
 cgreiner@zieglercap.com

Donald Nesbitt, CFA

CIO - ZCM Equity Group,
Senior Portfolio Manager

 (312) 380-2951
 dnesbitt@zieglercap.com

Snapshot

Benchmark: S&P 500
Inception Date: January 1, 2016
Account Minimum: $50,000
Investment Team:
ZCM Equity 

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