Sustainable Income Opportunities®—ESG

In our dividend-focused portfolios, we strive to hold equities that meet four key criteria: high current yield, prospects for dividend growth, financial strength, and earnings stability. High income can either be used to fund current needs or, when reinvested, to drive the mathematics of compounding to grow the investor’s wealth over time. Dividend growth reflects current and future prospects for a company. Financial strength suggests that a company can continually pay and increase its dividends regardless of market cycles. Our dividend portfolios:

Provide unfixed income. Clients benefit from high current income while participating in a growing income stream, which can serve as a hedge against inflation. Fixed income investments, by their very nature, cannot provide this inflation hedge.
Harness the power of compounding. Over time, compounding income—not style, sector, or asset allocation—can be a main driver of long-term returns and wealth creation.
Invest in mature companies. We like real businesses that generate attractive returns and continue to pay and potentially grow their dividends.

Many of our dividend portfolios are ESG managed.

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View Our ESG Materials

Learn About ESG Investing

Luan Jenifer
President and CEO

“What are our goals when we engage a company? Risk mitigation and promotion of shareholder value. Each engagement represents an issue we've identified as material to the company, and a sign of either opportunity or risk—and sometimes both. We want to see the company takes actions to adequately address—or begin to address—these concerns.”

Nicole Lee
Director of ESG Research

“A company’s management of human, financial, and natural resources will always contain the seeds of possible success or failure. As such, it will always be relevant to an investor’s best interests...Miller/Howard has been a longtime ESG manager, and our experience has given us the benefit of seeing many of these shifts—and nimbly responding to them on behalf of our clients.”

Adam Fackler, CFA
Deputy Chief Investment Officer

“Today's ESG managers employ an integrated approach that combines rigorous financial analysis with research into a company's ESG policies and practices...We believe that ESG is no longer a niche consideration. Advisors would be well served by understanding and providing the new generation ESG solutions.”

Patricia Karr Seabrook
Shareholder Advocacy Coordinator

“We evaluate issues according to relative materiality, always asking ourselves: Is it important to this company, and to our investors?”

Daniel Lee
ESG Research / Data Associate

“ESG investing is all about environmental returns, social returns, and financial returns.”

Related Materials

ESG Report: Integration and Active Ownership 2024-2025

Our Focus is Risk Reduction in Our Investments and Sustainable Income Opportunities^® for Our Clients.

DISCLOSURE

INVESTMENT PRODUCTS: ARE NOT FDIC INSURED - MAY LOSE VALUE - ARE NOT BANK GUARANTEED

Opinions and estimates offered constitute Miller/Howard Investments' judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. Nothing stated herein, including the mention of specific company names, should be construed as a recommendation to buy, hold, or sell any security, sector, or MLPs in general. To receive a list of all recommendations for the previous year, please email compliance@mhinvest.com. All investments carry a certain degree of risk, including possible loss of principal. It is important to note that there are risks inherent in any investment and there can be no assurance that any asset class will provide positive performance over any period of time. The material may also contain forward-looking statements that involve risk and uncertainty, and there is no guarantee they will come to pass.

Common stocks do not assure dividend payments. Dividends are paid only when declared by an issuer’s board of directors, and the amount of any dividend may vary over time. Dividend yield is one component of performance and should not be the only consideration for investment.

The information and analyses contained herein are not intended as tax, legal, or investment advice and may not be appropriate for your specific circumstances; accordingly, you should consult your own tax, legal, investment, or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such appropriateness. Any investment returns — past, hypothetical, or otherwise — are not indicative of future performance.

The information above is from sources deemed to be reliable and is provided strictly for the convenience of our investors and their advisors. These materials are solely informational. Legal, accounting and tax restrictions, transaction costs, and changes to any assumptions may significantly affect the economics of any transaction.

Investment Decisions: Do not use this report as the sole basis for investment decisions. Do not select an allocation, investment discipline, or investment manager based on performance alone. Consider, in addition to performance results, other relevant information about each investment manager, as well as matters such as your investment objectives, risk tolerance, and investment time horizon.

The returns on a portfolio that utilizes environmental, social, or governance (ESG) criteria for stock selection may be lower or higher than portfolios where ESG factors are not considered, and the investment opportunities available to such portfolios may differ.

ESG/Sustainable Investing Considerations: It is important to know that sustainable investments across geographies and styles approach the integration of environmental, social and governance (ESG) factors and other sustainability considerations and incorporate the findings in a variety of ways. Therefore, you should carefully review Miller/Howard’s ADV to understand how a particular product or strategy approaches sustainable investing and if the approach aligns with your goals and objectives. Sustainable investing-related strategies may or may not result in favorable investment performance and the strategy may forego favorable market opportunities in order to adhere to sustainable investing-related strategies or mandates. Issuers may not necessarily meet high performance standards on all aspects of ESG or other sustainability considerations. In addition, there is no guarantee that a product’s sustainable investing related strategy will be successful. Companies, as well as related investment strategies, face increasing risks associated with different and evolving industry and regulatory standards as well as public sentiment toward sustainable (ESG) and diversity (DEI) approaches; these risks include, but are not limited to, becoming the subject of investigations and enforcement actions, litigation, public boycott, and reputational harm. Speak to your financial advisor for more information. Companies, as well as related investment strategies, may underperform if ESG-related risks become financial obligations and/or harm investor sentiment, and ESG risks and opportunities can impact a company’s profitability and longevity.

Past performance does not guarantee future results.

Disclosures