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Since 2009, Blue Current has focused on delivering sustainable dividend income growth so that you can maintain your purchasing power without worrying about inflation eroding your quality of life. Our strategies invest in growing companies that are committed to continually increasing their dividends over time so that you directly benefit from their success. Our flagship global dividend growth strategy has delivered a 10% annual increase in distributed dividends since its inception.

$700mm

Assets
Under Management ¹

GIPS
Compliant Firm ²

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INCEPTION
JANUARY 2009

BLUE CURRENT STRATEGIES

We offer three strategies that are each managed using the same investment principles that have always guided us: quality, dividends, and value.

Global Dividend Growth

OBJECTIVE

Invest in a global portfolio of companies committed to long-term dividend growth and returning cash flow back to shareholders.

HISTORICAL TOTAL RETURNS

(*annualized)

Top 10 Holdings

Weighting

Raytheon Technologies

4.0%

Merck

3.5%

Coca-Cola Company

3.5%

Coca Cola Europacific ​

3.3%

Johnson & Johnson

3.3%

Morgan Stanley

3.0%

Walmart

3.0%

Thales SA

3.0%

JP Morgan

3.0%

Microsoft

2.8%

US Dividend
Growth

OBJECTIVE

Invest in a portfolio of US-domiciled companies that are committed to long-term dividend growth and returning cash flow back to shareholders.

HISTORICAL TOTAL RETURNS

(*annualized)

Top 10 Holdings

Weighting

Raytheon Technologies

4.0%

HCA Healthcare

3.8%

Merck

3.5%

Coca-Cola Company

3.3%

JPMorgan Chase & Co.

3.3%

Johnson & Johnson

3.3%

Morgan Stanley

3.0%

Chevron

3.0%

Bank of America

3.0%

Microsoft Corporation

3.0%

International Dividend Growth

OBJECTIVE

Invest in a portfolio of companies domiciled in international-developed markets that are committed to long-term dividend growth and returning cash flow back to shareholders.

HISTORICAL TOTAL RETURNS

(*annualized)

Top 10 Holdings

Weighting

Astrazeneca

4.0%

Danone

4.0%

RELX

4.0%

Shell Plc

4.0%

Thales SA

4.0%

Unilever

4.0%

BNP Paribas

3.8%

Coca-Cola Europacific

3.5%

Daikin Industries

3.5%

Hitachi

3.5%

INVESTMENT TEAM

10

years managing Blue Current strategies

15

years at Blue Current

22

years of industry experience

15

years managing Blue Current strategies

15

years at Blue Current

28

years of industry experience

2

years at
Blue Current

6

years of industry experience ​

A Message From Our Portfolio Manager

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Important Disclosures

¹ AUM may fluctuate with market conditions, includes discretionary and non-discretionary assets.
² GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.