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Pawleys Dividend Fund

About Pawleys Dividend Fund

Long-only concentrated equity fund of stocks with little or no debt, strong earnings growth, and rock-solid cash flow. Primarily blue-chip large cap companies. Objective is to outperform the Dow Jones Industrial Average. Founded in 2010.

About the Creator

Kathryn Schwartz has over 30 years of industry experience, including time at Dean Witter and Charles Schwab. She specialized in areas including institutional equity trading, and spearheaded development of new portfolio management processes. From 2004-2009, she led operations for a start-up, and advanced the company from angel-investor private-equity financing to an initial public offering of stock. In 2009, she relocated from California to the beautiful coast of South Carolina, where she founded Pawleys Investment Advisors and Pawleys Capital Management. In 2012, Kathryn was appointed by the Financial Industry Regulatory Authority as a securities Arbitrator. A Columbia University, New York, NY graduate holding her B.A., Kathryn also holds a Master’s Certificate in Six Sigma Process Improvement from Villanova University in Philadelphia, PA.

Activity

Total Rebalances1
Last RebalanceDec 24, 2025

Posts by Creator

Changes:LRCX +12.0%V +12.0%FTNT +12.0%HD +10.0%YELP +10.0%

$PAWDIVI Changing up a few names for the New Year! Also adjusting back to target sector allocations.