US Large Cap Value

US Dividend Equity

Our US Dividend Equity Strategy invests at least 80% of its assets in income producing US equity securities. The Strategy also may invest up to 20% of its assets in debt securities-most of which are expected to be converted into common stocks. The Strategy seeks securities selling at a discount to their underlying values and then holds these securities until the market values reflect their intrinsic values. 





Our US Dividend Equity Strategy is an actively managed, value-oriented, large-cap equity strategy focused on high-quality, US dividend-paying equity securities.The portfolio management team looks for well-established companies that have shown or produced exemplary dividend growth over the long term and commitment to continuing potential dividend payments.

John A. Carey, CFA

Managing Director
Director of Equity Income, US
Portfolio Manager


Walter Hunnewell, Jr., CFA 

Vice President
Portfolio Manager


Sammi Le Truong, CFA

Vice President
Associate Portfolio Manager 



  • Focus on quality companies with consistent or increasing dividends - Can help limit risk while capital appreciation and dividends compound total returns
  • DiversificationĀ¹ - Reduces risk concentration at the security, sector and portfolio levels can mitigate potential risk of large drawdowns
  • Strict adherence to investment philosophy - Can contribute to performance over time
  • Experienced Investment Team - Includes a long tenure over multiple market cycles
  • Typical investment horizon - Targets a range of 3 to 5 years

1 Diversification does not guarantee a profit or protect against a loss.

PLEASE NOTE : The Internal Guidelines referenced do not necessarily represent prospectus / statutory limitations.These internal guidelines are used as guidance in the daily management of the Portfolio's investments.These guidelines are subject to change and should not be relied upon as a long term view of the Portfolio's exposures, limitations, and / or risks.

Why Amundi US?

Key features of the US Dividend Equity Strategy include:

  • Fundamental, research-driven approach: Research of securities, which offer attractive risk / reward ratio through analysis of industry structure, business outlook and financials, focusing on: above average dividend growth rate and dividend yield, strong balance sheet, incremental earnings power, shareholder value and strong return on equity and operating margins
  • DiversifiedĀ¹ portfolio: Exposure to high-conviction stocks, diversified across sectors and poised to outperform over the long term
  • Higher-quality dividend-paying securities: Investments include at least 80% of assets in income producing US equity securities
  • Portfolio risk evaluation and monitoring: Rigorous performance attribution and risk analysis through internal quantitative analysis

1 Diversification does not guarantee a profit or protect against a loss.