Miller-Howard Income-Equity Q1 2025 Commentary
Source: SeekingAlpha
2025-04-28 11:15:00 ET
Summary
- Market uncertainty over tariff policy led investors to favor value and low-volatility stocks, with the S&P 500 Low Volatility Index outperforming the S&P 500 by over 11.5%.
- Miller/Howard’s Income-Equity portfolios, focused on high and rising income, outperformed both the Russell 1000 Value and the S&P 500 Indices in Q1 2025.
- Over 40% of portfolio holdings announced dividend increases, and new positions include VICI Properties, Citigroup, State Street, Verizon, and H&R Block.
- High-yield equities have historically outperformed the S&P 500 in down markets, reinforcing the strategy of holding income stocks for downside protection and long-term rewards.
Income-Equity Quarterly Report 1Q 2025
| Effective 3/31/2025, the benchmark for our Income-Equity portfolios will be the Russell 1000 Value Index. We believe this benchmark is more representative of our high dividend yield investible universe. |
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Miller-Howard Income-Equity Q1 2025 Commentary
CMS Energy Corporation 5.625% Junior Subordinated Notes due 2078
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