Large Cap Yield Strategy | Sandhill Investment Management

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Large Cap Yield

A dividend-focused product, the Sandhill Large Cap Yield (LCY) portfolio is comprised of about 30 large-cap stocks with strong management teams and steady earnings growth.

Our Large Cap Yield portfolio is intended for long-term capital appreciation and delivers meaningful income. This product generates a higher yield than the Dow Jones Industrial Average. LCY holdings are equal-weighted, offering more diversification and balance than the Dow.

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Strategy Objectives

Goal

To produce a superior return for our clients

Primary Objective

Capital appreciation

Secondary Objective

Capital protection

Investing Parameters

Large-cap equities with $25B+ market cap
Weighted average yield greater than DJIA
Emphasize investment diversification in both sectors and securities
Maintain tax efficiency through low turnover

Large Cap Yield

Strategy Objectives

Investing Parameters

A Cohesive Team

Richard Ryskalczyk, CFA

Co-Managing Partner, Lead Portfolio Manager

Aaron VandeGuchte, CFA

Partner, Chief Equity Analyst

Mark Larry, CFA

Partner, Senior Equity Analyst

Tim Myers, CFA

Equity Analyst

Large Cap Yield