Callodine Capital Management
Callodine Capital manages investment strategies targeting the dividend paying equity universe. We invest in cash-generative companies across a diverse set of industries including specialty income niches.
At Callodine, we believe equity income investing is not just about chasing yield It’s about pairing dividend yield with a strong valuation discipline, earnings growth and an understanding of key sentiment drivers that creates powerful alpha generation.
We manage investment products with the following strategies:
- Long/Short
- Long-Only
- Sector Focused
Target Sectors & Niches
Callodine Capital’s investment portfolio includes income-producing equities from a range of sectors including consumer, energy, financials, utilities, telecom, technology, industrials, and medical.
In addition to the core group of traditional dividend paying sectors, Callodine Capital also focuses on specialty income niches including alternative asset managers, BDCs, MLPs, REITs & Mortgage REITs.
Specialty Niches
Alternative Asset Managers
MLPs
BDCs
REITs & Mortgage REITs
Investment Characteristics
- Strong free cash flow
- Stable dividends
- Attractive valuation
- U.S. Equities
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