Dividend Growth Investment Strategies

       
U.S Strategies
Universe
Benchmark*
Vehicle Type
Large Cap
Above $5 billion in market cap with minimum of 3 years of Dividend Growth 
S&P 500
SMA, Model
Mid Cap
Between $3 billion and $25 billion in market cap with consistent Dividend Growth
Russell
Mid Cap
SMA, Model
Smid Cap
Between $250 million and $15 billion in market cap with consistent Dividend Growth
Russell
2500
SMA, Model
Between $250 million and $4 billion in market cap with consistent Dividend Growth
Russell
2000
SMA, Model
Micro Cap
Between $100 million and $800 million in market cap with consistent Dividend Growth
Russell
Micro Cap
SMA
Risk Managed
Above $250 million in market cap with 5 years of Dividend Growth
Russell
3000
SMA, Mutual Fund
Risk Managed
Long-Short
Long: Above $250 million in market cap with 5 years of Dividend Growth
Short: Any stock that pays little or no dividend
Credit Suisse
Hedge Fund
Limited
Partnership
 
 
Non
U.S Strategies

Universe
Benchmark*
Vehicle Type
International All Cap
Above $1 billion with consistent Dividend Growth
MSCI World
Ex-US
SMA
International
Small Cap
Between $500 million and $5.5 billion in market cap with consistent Dividend Growth
MSCI World
Ex-US Small
SMA
International
Risk Managed
Above $1 billion with consistent Dividend Growth
MSCI World
Ex-US
Mutual Fund
 
 
 

* Please click on Appendix / Disclosure Section below for detailed information on each Index listed.

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