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Hosick Wealth Management Group

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Our Investment Discipline

“Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.”
–John D. Rockefeller

 

Our team takes a long-term perspective when evaluating potential investments. We start by identifying companies that have demonstrated consistency and growth through a history of rising earnings and dividends for a minimum of 10 years. For equities, this includes an in-depth review of the company’s dividend-paying history. We believe that this process helps to identify high-quality companies for investors while potentially enhancing overall returns.

Reinvested dividends have accounted for more than 40% of the total return on the S&P 500 index over the past three decades, according to T. Rowe Price.*. This discipline and patience has allowed us to focus our attention on the factors that influence individual companies and to develop an in-depth understanding of current and prospective portfolio holdings for our clients.

Our primary focus is professional asset management services for accounts with minimum values of $250,000. Accounts are invested adhering to our long-standing discipline of purchasing only companies that have increased their dividends for 10 years or more consecutively. We believe that ownership in high-quality, dividend-paying companies should continue to serve investors well over the long term.

Changes in market conditions or a company's financial condition may impact the company's ability to continue to pay dividends, and companies may also choose to discontinue dividend payments.
The Standard & Poor’s 500 Index is a capitalization-weighted index that is generally considered representative of the U.S. large capitalization market. Indices are unmanaged, do not reflect fees or expenses, and are not available for direct investment.

Source: https://www.troweprice.com/en/us/insights/why-dividend-growth-investing-has-staying-power

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