Markets & Economy
Mid-Year 2017 Outlook
As the U.S. Ages Gracefully, a Resurgence Abroad.
June 13, 2017
A large-cap equity strategy focused on investing in high-quality, dividend-growing companies in the United States.
The strategy invests in high quality, attractively valued companies with sustainable earnings and solid management. The investment team seeks to create a strategy with a potentially growing income stream by investing in a blend of both growth and value stocks that appear likely to increase their dividend payments in the future.
Joshua Peters is a portfolio manager of the Dividend Growth strategy. Prior to joining the Firm, he managed dividend-focused portfolios at Morningstar Investment Management. He was also founding editor of Morningstar DividendInvestor, a monthly newsletter focused on income and growth from stocks and was sole portfolio manager of its real-money model portfolio. He was previously an analyst at UBS Investment Bank and Morningstar.
Manind (Mani) Govil is head of the Core Equity team and lead portfolio manager of the Large Cap Core strategy and the Dividend Growth strategy. Prior to joining the Firm in 2009, Mr. Govil headed the Core Equity team at RS Investments.