Hamlin High Dividend Equity Fund Institutional Class (HHDFX)

Overview

The company operates a fund that primarily focuses on investing a substantial portion of its assets into equity securities, which include a wide variety of stock options. These investments are not limited by the scale of the companies, allowing for a diverse portfolio that encompasses mid- to large-capitalization companies predominantly. The fund is managed with a strategy that includes the possibility of using borrowed funds to enhance investment capabilities, ensuring a broad scope of investment opportunities and aiming for potentially greater returns. By incorporating real estate investment trusts (REITs) and master limited partnerships (MLPs) into its investment choices, the fund offers a comprehensive approach toward equity investment, adapting to various market conditions to seek financial growth.

Products and Services

• Equity Securities Investment:

The fund specializes in investing in a wide range of equity securities, focusing primarily on common stocks. By selecting stocks from potentially profitable sectors and companies, the fund aims to create a robust investment portfolio that can navigate through market fluctuations and offer growth opportunities.

• Real Estate Investment Trusts (REITs):

REITs investments provide the fund with exposure to real estate markets without the necessity of direct property ownership. This allows investors to benefit from real estate gains, dividends, and increases in property values through a liquid investment, diversifying the overall investment strategy.

• Master Limited Partnerships (MLPs):

By including interests in MLPs, the fund taps into the energy sector, particularly infrastructure, pipelines, and storage. MLP investments can offer tax advantages and stable income streams, contributing to the fund's objective of diversified and potentially increased returns.

• Mid- and Large-Capitalization Companies:

While the fund maintains flexibility to invest in companies of any market capitalization, there is a strategic emphasis on mid- and large-cap entities. This strategy is predicated on the stability, established market presence, and growth potential these companies can provide, aiming to balance the investment portfolio between stable income and growth opportunity.