Strategy

The Cota Group office

Consistent Dividend Increases. We only consider companies that have increased their dividend every year for at least the last ten years.

Substantial Dividend Increases. We look for companies that have doubled their dividend over the last 10 years.

Strong Balance Sheets. We invest in companies with strong financials and low levels of long-term debt.

Reinvested Earnings for Future Long-Term Growth. We search for companies that reinvest at least 35% of their earnings in their own future growth.

Attractive Price. We purchase shares that are attractively priced relative to historical valuations and stocks must have a price-to-earnings ratio (P/E) in the lower half of its range over the last 10 years or less than the current P/E ratio of stocks in the S&P 500 Index.