Points in Time Q1-2018

April 26, 2018

Welcome to the first edition of our new quarterly publication, Points in Time. Like many of you who decided to make changes in the new year, we did too. We’re bringing a new look and feel to this quarterly summary, to make it easier for you to connect with what’s going on in the world and how it affects your portfolio. Our aim is to give you quick, concise information on what we feel are the relevant factors of the quarter – what we’re watching and thinking, and how it ties back to the management of your portfolio.

Our new format is divided into three sections:

WATCHING: What is happening in the economy and markets

THINKING: Our thoughts on what is transpiring and how it affects our strategy

DOING: How we are managing your portfolio

Our aim is to provide you with meaningful information that you can easily use to understand what is going on in the world at this point in time and how it impacts your portfolio. You will be better able to see the inner workings of our 79-year old investment discipline and how it all comes back to our focus on dividend growth. You will also see for yourself that, while
day-to-day happenings are important, the focus on a long-term plan is what will fuel your investment success.

We hope that you enjoy our new format. I personally invite your feedback.

Dona Eull-Schultz

Q1-2018 Points In Time