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Constantia Capital, LLC

17 Hendrickson Rd, Suite 100
Lawrenceville, NJ 08648

+1-609-512-1812

+1-609-947-3352

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Content © 2013-2020 Constantia Capital, LLC.  All rights reserved.  Registered in New Jersey, New York, and Pennsylvania.
Past performance is not a guarantee of future results.  Strategies involve risk of loss of principal.

DIVIDEND YIELD STRATEGY

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The Constantia Capital High Yield Equity strategy seeks to earn a high return with moderate risk by investing in high yielding equities, generating its returns primarily from the equities' dividend yield, but also from capital appreciation.

Equities are selected primarily from two sectors: Mortgage REITs and Business Development Companies.  Per their regulatory status, these securities must distribute at lest 90% of their profits to shareholders.  Mortgage REITs invest in govt. agency securities as well as loans to large real estate investors.  Business Development Companies provide financing to smaller, usually private, companies.

Risk Controls

 

  • No single position shall exceed more than 10% of the total value of the portfolio.
     

  • Investments in any corporation may not exceed 5%, at cost on the purchase date, of the outstanding shares of that corporation.