Value investing in
low price-to-earnings
and high dividend stocks
since 1983.

Value investing in low price-to-earnings and high dividend stocks since 1983.

About the Firm

Our Strategies

Every portfolio we manage owns stocks that we believe are undervalued and have above-average capital appreciation potential.

Our investment team screens each investible universe and performs fundamental research on long-term earnings and dividend growth potential. The resulting investments owned by each strategy are concentrated in nature and held on a long-term basis.

Overview of our Strategies
Rower

Flagship strategy

High Dividend Value

  • High current dividend yield (target of above 3%)
  • Low P/E stocks with growing earnings & growing dividends
  • 30-45 undervalued large cap stocks (primarily U.S. companies)
  • May selectively invest in ADRs
None

Featured strategy

International High Dividend Value ADR

  • High current dividend yield
  • Low P/E stocks with growing earnings and growing dividends
  • Analyze for geopolitical risk and macroeconomic forecasts
  • 30-45 undervalued non-US equities with a focus on developed economies
None

$20bn+*

Assets Under Advisement

1983

Founded

100%

Employee-Owned & Operated

Industry Professionals

“We’re looking for catalysts that we think would be able to drive the earnings growth and multiple expansion story over the next three to five years because we’re long-term investors.”

Jim Cullen
CEO and Chairman

Jennifer Chang
Portfolio Manager, Executive Director

About the Firm
*As at Jun 30, 2021

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