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A Better Way to Measure Success in Equity Income

In recent years, equity income strategies have seen increased interest from a broad range of investors. The goals of equity income strategies are relatively simple: provide high levels of income over the long term while growing the underlying value of the portfolio. Most investors rely on a traditional set of metrics when evaluating an equity income strategy, e.g. total return or dividend yield. However, a reliance on these popular metrics to measure success can mask how capital and income accumulate over time, and the interplay between levels of capital and absolute levels of income.
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Tim Atwill
Tim Atwill, Ph.D., CFA

Head of Investment Strategy

 

 

Tim Atwill
Tim Atwill, Ph.D., CFA
Alex Paulsen

Alex Paulsen

Director – Investment Strategy

 

Alex Paulsen

Alex Paulsen

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