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Overview

The Dividend Income Growth Strategy is designed for investors seeking a combination of current income and long-term capital appreciation through ownership of high-quality companies that consistently grow their dividends. The strategy emphasizes businesses with strong financial foundations, expanding earnings, and the ability to increase shareholder distributions over time.

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Strategy Philosophy

We believe dividend growth is often a hallmark of business strength. Companies that regularly increase dividends typically demonstrate durable competitive advantages, healthy and expanding cash flow, and disciplined capital allocation.

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The strategy emphasizes dividend growth rather than simply high current yields. Companies with strong and rising dividends are often supported by improving earnings and financial strength, which can contribute to greater income reliability over time. In contrast, unusually high yields may sometimes reflect underlying business pressures or share price volatility. By focusing on companies with the ability to consistently grow their dividends, the strategy aligns income generation with business quality and long-term value creation.

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Investment Focus

The portfolio emphasizes companies that demonstrate:

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• A history of consistent dividend growth

• Strong and growing free cash flow to support distributions

• Expanding earnings and resilient business models

• Durable competitive advantages and stable demand

• Financial strength and balance sheet discipline

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These are companies we believe can provide a reliable income stream that has the potential to grow over time, supported by underlying business performance.

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Portfolio Approach

The strategy is built through disciplined, company-specific research focused on dividend sustainability, cash flow strength, and long-term earnings visibility. Emphasis is placed on businesses with the flexibility to reinvest for growth while continuing to reward shareholders through rising dividends.

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Risk Perspective

Dividend-paying equities can experience market fluctuations. By emphasizing companies with strong fundamentals, consistent cash flow, and a track record of dividend growth, the strategy seeks to support income stability and long-term participation in equity market returns.

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Objective

To provide a growing stream of income alongside long-term capital appreciation by investing in a diversified portfolio of financially strong companies with a demonstrated commitment to increasing dividends and building shareholder value over time.