Carillon Eagle Growth & Income Fund Class I (HIGJX)

Overview

The described fund is a specialized investment vehicle that primarily focuses on investing in domestic equity securities, with a strong inclination towards high-quality, financially robust companies that exhibit a consistent pattern of paying above-market dividends. This indicates a particular interest in entities that not only generate significant free cash flow but also have a proven track record of increasing their dividend payouts over time. It targets mid- and large-capitalization companies, ensuring a diversified portfolio across various industries and sectors, which could mitigate investment risks associated with market volatilities and sector-specific downturns.

Products and Services

• Equity Investment in High-Quality Companies

  The fund invests in domestic equity securities, prioritizing companies deemed to be of high quality. These are entities known for their financial strength and ability to pay dividends above what is typically expected in the market. By focusing on such companies, the fund aims to provide its investors with stable and potentially growing income derived from dividends, alongside the opportunity for capital appreciation.

• Focus on Companies with Strong Cash Resources

  Another essential criterion for the fund's investment strategy is targeting companies with significant free cash flow. This approach not only emphasizes the importance of financial liquidity and operational efficiency but also suggests a preference for companies that have the flexibility to invest in growth opportunities, repay debt, and return value to shareholders through dividends and share buybacks.

• History of Raising Dividends

  Investing in companies that have a history of raising their dividends is a cornerstone of the fund's philosophy. This trait is often indicative of a company's stable and possibly improving financial health, signaling its ability to offer increasing cash returns to shareholders over time. Such a strategy may appeal to investors looking for reliable income streams in addition to potential capital gains.

• Diversification Across Industries and Sectors

  The fund takes a diversified approach by investing in mid- and large-capitalization companies spread across different industries and sectors. This diversification strategy aims to reduce the specific risks associated with individual sectors or industries, potentially leading to a more steady performance throughout various market cycles.