Portfolio

Connor Willoughby

Portfolio Manager

With over a decade of experience in equity analysis, this team member specializes in identifying high-quality dividend growth stocks to build resilient, long-term portfolios aligned with our investment philosophy.

Comprehensive Snapshot of Investment Metrics

Explore crucial portfolio statistics that demonstrate performance and long-term growth trends.

Dividend Growth Rate

Reflecting consistent annual increases in dividend payouts over the last decade.

Portfolio Yield

Showing the average dividend yield of high-quality holdings in the portfolio.

Holding Duration

Highlighting the average length of investments maintained for sustained growth.

Top Sector Allocation

Detailing the largest sector exposure within the long-term investment strategy.