The Haverford Quality Dividend Value Portfolio

Haverford's Quality Dividend Value Portfolio is designed to meet the needs of investors who desire a balance between current portfolio income and the opportunity for future appreciation.

The portfolio is diversified to minimize event-specific risk, and achieve an optimal combination of quality, above-market dividend yield, and reasonable growth expectations.  The Haverford Investment Selection Committee uses an active management approach to construct the recommended portfolio.  The Committee weighs economic factors and market environment considerations when determining weightings to specific stocks and sectors.

We believe that quality can be defined. Our proprietary process for selecting quality dividend-paying value stocks has been developed by our experienced investment team.