Durable Dividend Growth Strategies, L.P.

Durable Dividend Growth Strategies, L.P. is a registered investment adviser that provides discretionary portfolio management and sub‑advisory services primarily to high‑net‑worth individuals, charitable organizations, and businesses. The firm manages equity‑focused model portfolios, requires written discretionary trading authorization, and reports $24,691,374 in discretionary assets under management for 18 clients as of December 31, 2025.

The firm’s investment approach is model‑driven: an Investment Committee applies proprietary screens and a ranking process that emphasize free cash flow, dividend stability and dividend growth, leverage, and profitability, with monthly research reviews to update models. Model portfolios are generally equal‑weighted, seek low turnover to improve tax efficiency, and reinvest dividends on a dollar‑cost‑averaging basis; the brochure also notes a mix of long‑ and short‑term purchase strategies and use of charting, technical and fundamental analysis.

Compared with many peers, the firm’s ADV discloses principal involvement in other advisory and family‑office activities and dual registration with another registered adviser, and it requires clients to direct brokerage to specific custodians (Interactive Brokers and Fidelity). The firm’s materials also disclose and present performance information, including predecessor performance, alongside the detailed model construction and screening methodology disclosed in the brochure.