Strategy Objectives

Pioneer US Dividend Equity is an actively managed, value-oriented, large-cap equity strategy focused on high-quality, US dividend-paying equity securities. The portfolio management team look for well-established companies that have shown or produced exemplary dividend growth over the long-term and commitment to continuing potential dividend payments.

 

Key Features

The Pioneer US Dividend Equity Strategy is distinguished by the following key features:

  • Fundamental, research-driven approach: Research of securities which offer attractive risk/reward ratio through analysis of industry structure, business outlook and financials, focusing on: above average dividend growth rate and dividend yield, strong balance sheet, incremental earnings power, shareholder value and strong return on equity and operating margins
  • Diversified1 portfolio: Exposure to high-conviction stocks, diversified across sectors and poised to outperform over the long term
  • Higher-quality dividend-paying securities: Investments include at least 80% of assets in income producing US equity securities
  • Portfolio risk evaluation and monitoring: Rigorous performance attribution and risk analysis through internal quantitative analysis

1Diversification does not guarantee a profit or protect against a loss.

 

Literature

Strategy Fact Sheet Request Product Profile

Portfolio Management


John Carey, CFA
Executive Vice President,
Portfolio Manager
biography

 


Walter Hunnewell, CFA
Vice President,
Portfolio Manager
biography

 


Sammi Le Truong, CFA
Vice President and Large Cap Core Fundamental Equity Analyst/Associate
Portfolio Manager
biography

Strategy Highlights

Inception Date
August 1, 1990

 

Benchmark
Russell 1000® Value Index