strategy

Defensive Equity Income

Defensive Equity Income

QS Investors offers “defensive” equity strategies that give investors equity market participation, but also seek to provide downside protection with a more stable equity return and dividend yield than market-cap weight indices.

These strategies focus on high-quality, high-dividend equity investments, including companies with lower market sensitivity, strong cash flows and a proven record of dividend sustainability.

Outcome Coverage

Wealth Creation Equity growth potential from companies that tend to have more stable business models. Income Generation Offers income diversified across equities with low-volatility characteristics. Risk Mitigation A tool that helps manage overall risk in a portfolio through an equity allocation.

Meet Your Managers

Michael LaBella Picture

Michael LaBella, CFA

HEAD OF EQUITY STRATEGY

Responsible For:

  • Diversification Based Investing
  • Defensive Equity Income
See Michael's Insights read full biography
Russell Shtern Picture

Russell Shtern, CFA

HEAD OF EQUITY PORTFOLIO MANAGEMENT

Responsible For:

  • Active Factor Equity
  • Diversification Based Investing
  • Defensive Equity Income
  • Liquid Alternatives
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Robert Wang Picture

Robert Wang

CHIEF OPERATING OFFICER – HEAD OF PORTFOLIO MANAGEMENT

Responsible For:

  • Diversification Based Investing
  • Defensive Equity Income
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Stephen A. Lanzendorf Picture

Stephen A. Lanzendorf, CFA

PORTFOLIO MANAGER

Responsible For:

  • Active Factor Equity
  • Defensive Equity Income
  • Liquid Alternatives
See Stephen's Insights read full biography
Joseph S. Giroux Picture

Joseph S. Giroux

PORTFOLIO MANAGER

Responsible For:

  • Active Factor Equity
  • Defensive Equity Income
  • Liquid Alternatives
read full biography

QS Strategy Composite

  • Asia Pacific ex Japan Equity
  • Emerging Markets Equity
  • European Equity
  • Global Equity
  • International Equity
  • UK Equity
  • US Equity

QS Strategies are available to institutional investors through an array of investment vehicles.
Contact us to discuss options

Legg Mason Investment Vehicles

ETFs

  • Legg Mason Emerging Markets Low Volatility High Dividend
  • Legg Mason International Low Volatility High Dividend
  • Legg Mason Low Volatility High Dividend

Mutual Funds

  • QS Global Dividend
  • QS International Dividend

UCITS Funds

  • Legg Mason QS MV Asia Pacific ex Japan Equity Growth and Income
  • Legg Mason QS MV Global Equity Growth and Income
  • Legg Mason QS MV European Equity Growth and Income

ICVC Funds

  • Legg Mason IF QS UK Equity Fund