strategy

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.

Risk Mitigation With Income

Defensive Equity Income

Defensive Equity Income strategies can be deployed as a tool to manage the overall risk of your portfolio. Creation of stable income is important especially in a low growth environment and dividends are a large contributor to total return. By focusing on drawdowns, we want to help investors do the right thing, stay the course and avoid emotional decision making during market drawdowns.

Meet Your Managers

Michael LaBella Pic

Michael LaBella, CFA

PORTFOLIO MANAGER, EQUITY STRATEGIST

Responsible For:

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

Russell Shtern, CFA

HEAD OF EQUITY PORTFOLIO MANAGEMENT

Responsible For:

  • Active Factor Equity
  • Diversification Based Investing
  • Defensive Equity Income
  • Liquid Alternatives
read full biography
Robert Wang Pic

Robert Wang

CHIEF OPERATING OFFICER – HEAD OF PORTFOLIO MANAGEMENT IMPLEMENTATION

Responsible For:

  • Diversification Based Investing
  • Defensive Equity Income
read full biography
Stephen A. Lanzendorf Pic

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 Pic

Joseph S. Giroux

PORTFOLIO MANAGER

Responsible For:

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

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 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