Video - 4Q23 Equity Income SMA Review and Outlook

Equity Income SMA Co-Portfolio Managers Chip Wittmann and Jeremy Lopez, alongside Client Portfolio Manager Whitney Stewart, review performance, holdings, and dividend growth within the strategy. The video begins by discussing gross and net 4Q23 performance, followed by examples of meeting with Ferguson, Elevance Health, and Microchip management teams, and concludes with a strategy outlook centered around dividend growth.