Liberty One Defensive Dividend Growth Mutual Fund (EASY)

Overview

EASY is dedicated to investing in US large-cap companies that have a proven track record of consistently paying and increasing dividends, particularly focusing on those defined as recession-resistant by the Adviser. These firms exhibit sustained demand for their products and services even during economic downturns, bolstered by characteristics such as low demand elasticity, recurring revenue streams, and high switching costs for consumers. Furthermore, the companies in this portfolio typically demonstrate lower earnings volatility, more stable cash flows, and reduced sensitivity to economic cycles. To select investment candidates, EASY utilizes a combination of top-down sector analysis and company-level screening aimed at identifying organizations with sustainable dividend-paying policies and moderate to low revenue variability. The fund's portfolio generally leans towards sectors like consumer staples, utilities, pharmaceuticals, and technology, while maintaining the flexibility to adjust exposure as market conditions fluctuate. By targeting companies that have consistently shown the capacity to sustain dividend growth throughout various economic cycles, EASY strives to strike a balance between capital appreciation and dependable income generation.

Products and Services

• Dividend Growth Investments: EASY focuses on investing in large-cap US companies that not only pay dividends but actively increase them. This strategy leverages the strength of steady dividend payments, appealing to income-focused investors.
• Recession-Resistant Stocks: The fund prioritizes firms that demonstrate resilience during economic downturns by possessing stable demand for their offerings. This characteristic makes them less prone to significant revenue fluctuations, providing a sense of security for investors.
• Top-Down Sector Analysis: EASY employs a comprehensive analysis of various sectors within the market to identify those with high potential for sustainable growth and reliable dividend payments. This process involves evaluating macroeconomic trends and sector performance to guide investment decisions.
• Company-Level Screening: Beyond sector analysis, EASY implements rigorous screening criteria at the company level to select firms with robust financial health and the capability to uphold dividend distributions amid varying economic conditions.
• Flexible Portfolio Management: The investment strategy adopted by EASY is adaptive, allowing for shifts in exposure to various sectors based on evolving market conditions. This flexibility aims to optimize returns while managing risk effectively.
• Capital Appreciation with Income Balance: By investing in companies known for their ability to maintain and grow dividends across economic cycles, EASY strives for a dual objective: fostering capital appreciation while ensuring a steady stream of income for its investors.