Middlefield Income Plus is designed for investors seeking reliable income with long-term growth potential. Investors can access high-quality North American companies across sectors including financials, real estate, energy and infrastructure. The strategy combines a focus on dividend-paying businesses with disciplined portfolio construction aimed at balancing growth opportunities with risk management. With more than 25 years of investment experience, the approach emphasizes downside protection and resilience across market cycles.
Deregulation, M&A and accelerating capital markets activity driving inflows, margin expansion and renewed loan growth
Attractive valuations, limited new supply and lower rates supporting cash flow growth and renewed investor inflows into high-quality REITs
Defensive earnings growth, attractive valuations and durable cash flows supporting resilience across market cycles
LNG expansion and global demand supporting pricing while production growth and geopolitical tensions are driving renewed investment
Our Income Plus Specialists
Our Income Plus solutions combine disciplined risk management with an active, selective approach focused on high-quality dividend-paying businesses
Income Plus provides diversified exposure to high-quality, dividend-paying companies across North America and is designed to deliver reliable income with long-term growth potential. The strategy emphasizes disciplined risk management and has historically demonstrated superior downside protection across market cycles.
Attractive valuations, lower interest rates and a growing demand for stable sources of higher income are creating a supportive backdrop for dividend-paying equities.
Middlefield brings over 25 years of experience managing income-focused strategies, with a proven track record of navigating different market environments. The disciplined, active approach prioritizes high-quality businesses, consistent income and capital preservation.
Whether you have specific fund inquiries or general questions, our team would be glad to help you.
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