Important Investment Disclosure

Past performance does not guarantee future results. Performance data represents proprietary accounts (not client results) managed prior to firm registration. All investments involve risk including potential loss of principal. View complete disclosures

Important Performance Disclosure

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The performance data presented on this page represents proprietary accounts managed by Ishaan K. Sandhir, Chief Investment Officer of Eagle Guardian Advisors LLC, prior to the firm's registration as a Registered Investment Advisor in Texas.

This performance does not represent any client account results. These accounts were managed using the same investment approach the firm intends to apply to client portfolios. Results are shown net of trading costs and with reinvested dividends.

All investments involve risk, including the potential loss of principal. The strategy has a limited performance history (inception October 4, 2024). Periods of less than five years are not indicative of long-term performance. Actual client results will differ due to fees, timing, cash flows, and individual circumstances.

Benchmarks (S&P 500, Dow Jones Industrial Average) are unmanaged and cannot be invested in directly. View complete regulatory disclosures →

Income & Growth Strategy

Dividend Growth

Consistent income and long-term capital appreciation through high-quality dividend growers

7.94%
1-Year Gross Return*
3.25%
Portfolio Yield
Oct 2024
Inception Date

* Proprietary account performance, period Oct 4, 2024 – Oct 22, 2025. Gross of advisory fees. Net return: 7.14% (after 0.80% fee). Does not represent client results.

Strategy Description

Eagle Guardian Advisors' Dividend Growth Strategy is designed to deliver superior risk-adjusted returns through a balanced pursuit of consistent income and long-term capital appreciation.

The portfolio focuses on high-quality companies with a proven history of dividend growth, strong free cash flow generation, and sustainable competitive advantages. By emphasizing firms that combine reliable yield with the potential for earnings expansion, we seek to provide steady income in all market environments while capturing upside through compounding growth.

Through active portfolio management and rigorous downside risk controls, the strategy aims to outperform in volatile markets, preserving capital during drawdowns while steadily increasing income over time.

Strategy Highlights

Style
Dividend-oriented equity emphasizing quality, income stability, and long-term appreciation
Process
Research-driven combining bottom-up analysis with top-down macroeconomic awareness
Investment Horizon
Typically 3-5+ years, focused on compounding yield and steady appreciation
Holdings
80-100 positions for broad diversification and reduced idiosyncratic risk

Why Invest in Dividend Growth?

Risk-Adjusted Returns

Focus on high-quality dividend growers with resilient earnings and strong balance sheets for attractive total returns

Broad Diversification

80-100 holdings across sectors reduce idiosyncratic risk while maintaining exposure to dividend growth leaders

Valuation Discipline

Bottom-up fundamental analysis with top-down macro insight identifies companies with durable free cash flow

Alignment of Interests

Managed with the same disciplined philosophy applied to the firm's internal capital, ensuring complete alignment

Income with Growth

Targets high-quality dividend payers with approximately 3.25% average dividend yield, combined with dividend appreciation for steady income while capturing upside

Secular Positioning

Invested in companies benefiting from infrastructure, healthcare demand, and demographic shifts

Ready to Get Started?

Schedule a consultation to learn how Dividend Growth can help you achieve your investment goals