For Financial Advisors
The Alley Company Dividend Portfolio is available to financial advisors, including through Envestnet, a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.
The investment philosophy of the Alley Company Dividend Portfolio seeks to achieve a balance between attractive absolute dividend yield and strong dividend growth underpinned by quality company fundamentals. Our goal is to produce an attractive and rising current income stream and superior risk-adjusted investment performance. We achieve our results by maintaining portfolio holdings in companies with strong financial condition, strong relative earnings power, astute management, and a Company culture of returning capital to shareholders through dividends. Risk management is viewed as being integrated throughout the entire investment process.
Alley Company Dividend Portfolio Recognition
Envestnet | PMC
Select List
Alley Company Dividend Portfolio was added to the Envestnet | PMC Select List
Asset Manager of the Year – Large Cap Winner 2022
Alley Company Dividend Portfolio was named winner of the 2022 Asset Manager of the Year – Large Cap
Asset Manager of the Year – Large Cap Finalist 2015, 2020, and 2021
Alley Company Dividend Portfolio was nominated as a finalist for the 2015, 2020, and 2021 Asset Manager of the Year – Large Cap
The yearly awards, presented by Envestnet | PMC and Investment Advisor magazine recognize active managers who have beaten their benchmarks and shown solid performance in general over time. Eligibility requires the portfolio manager to have over $200 million in assets and at least three years of experience. Additionally, the managers also need to be open to new investment on the Envestnet platform. Award finalists were chosen using Envestnet | PMC’s proprietary, systematic, and multi-factor methodology for evaluating managers, which takes a variety of qualitative and quantitative criteria into consideration, such as investment process and style, performance, firm profile, customer service, and tax efficiency. Alley Investment Management Company did not pay to participate. Alley Investment Management Company received the award on May 12th, 2022.
Investment Process
To learn more about our investment process for the Alley Company Dividend Portfolio please visit the below link.
Dividend Fact Sheet
To view our latest quarterly fact sheet for the Alley Company Dividend Portfolio please visit the below link.
Dividend Quarterly Letter
To read our latest quarterly letter for the Alley Company Dividend Portfolio please visit the below link.
Dividend Commentaries
To read our recent dividend related commentaries by Alley Company please visit the below links.
Tapping into the Power of Compounding
Quality: In the Eye of the Beholder
Managing Dividend Portfolios – More Art than Science
Three Cheers for Dividends
The Power of Dividend Growth
The Case for Dividend Investing
Dividend Investing