Catherine Avery Investment Management’s Dividend Focus strategy is paying off in, well, dividends.
The large-cap value strategy returned 23.18% in 2024, outpacing its Russell 1000 Value Index benchmark by 8.81%. The Longboat Key, Fla.-based firm was founded by Catherine Avery in 2007 and over time she and Director of Investment Strategy and Research Jeffrey Cianci have shown an ability to outperform despite the headwinds facing large-cap and value investors.
The firm had some success in raising assets as well, as the strategy surpassed $175 million under management at the end of 2024, up from $111.6 million at the end of 2023.
