WaterRock Dividend Strategy

Fact Sheet: WaterRock Dividend Strategy 

The WaterRock Dividend Strategy is a separately managed account that provides a concentrated stock portfolio of 35-45 companies that we have identified as businessess paying attractive dividends, that are expected to grow over time while currently trading at favorable valuations. The portfolio seeks to deliver lower volatility than the overall market while providing capital appreciation opportunities for investors. 

In this strategy we seek:

1. Attractive Yields

2. Sustainable Dividend Growth

3. Compelling Valuation

Dividends do indeed provide shareholders with a tangible return on their invested capital and eliminate the need to rely on less-certain capital appreciation. 

For more information on this strategy please call Christopher Prien at 505-831-6342

Dividends are not guaranteed