Archer Dividend Growth Fund
The Fund seeks to create a return on capital through dividends and distributions by investing in companies that have a history of paying dividends to shareholders.
The Fund aims to outperform the Morningstar Dividend Yield Focus Index over time through dividends and capital appreciation.
Investment Strategy
The Archer Dividend Growth Fund seeks to generate income and long-term growth of capital by investing in dividend paying securities that the managers believe are undervalued and have the potential to provide increasing levels of income. The Fund is focused on finding companies which have sound balance sheets and the ability to protect and increase their dividend payments over time. These types of companies are often large companies, however, opportunities in small and medium sized companies are considered as well.
Characteristics
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Fundamental model to discover companies that pay dividends and have the potential to increase payments over time.
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Rigorous, hands on, fundamental research to identify opportunities and manage risk.
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Actively managed to enhance shareholder value by avoiding group think and investing in companies in which we have a deep understanding.
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Strict sell discipline for companies which the managers determine the dividend is in jeopardy
Q3 2023 Schedule of Investments
Q1 2023 Schedule of Investments
Disciplined
income
and growth