Sherco 12™ Educational Sample
Sherco 12™ Educational Sample
The Sherco 12™ highlights an illustrative group of dividend-paying companies selected through our educational scoring framework.
Each company demonstrates financial characteristics aligned with Sherco’s long-term investing principles — including strong returns on invested capital, steady free cash flow generation, dividend consistency, and durable business models.
This sample group is updated periodically to illustrate how our framework applies to different businesses over time.
These companies are provided as general educational examples only and are not personalized investment recommendations.
See our full disclaimer for more details.
The Sherco 12™ highlights an illustrative group of dividend-paying companies selected through our educational scoring framework.
Each company demonstrates financial characteristics aligned with Sherco’s long-term investing principles — including strong returns on invested capital, steady free cash flow generation, dividend consistency, and durable business models.
This sample group is updated periodically to illustrate how our framework applies to different businesses over time.
These companies are provided as general educational examples only and are not personalized investment recommendations.
See our full disclaimer for more details.
Sherco 12™ Educational Sample
4-24-2025
Key Educational Themes:Sector BalanceFinancials (3), Industrials (3), Consumer Disc. (3), Healthcare (1), Materials (1), Information Technology (1) — diversified across traditionally resilient industries. Dividend FocusEach company maintains a history of dividend payments, with many demonstrating dividend growth over the past 5 years. Business QualityCompanies included have demonstrated strong returns on invested capital (ROIC), healthy free cash flow generation, and shareholder-aligned management principles. Sherco Score™ ComplianceAll companies currently showcased scored 14.0 or higher under the Sherco Score™ educational system. Name RecognitionA blend of familiar names and lesser-known companies that exhibit strong historical business fundamentals across industries. The Sherco 12™ is provided for general informational and educational purposes only.
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Key Educational Themes:Sector BalanceFinancials (3), Industrials (3), Consumer Disc. (3), Healthcare (1), Materials (1), Information Technology (1) — diversified across traditionally resilient industries. Dividend FocusEach company maintains a history of dividend payments, with many demonstrating dividend growth over the past 5 years. Business QualityCompanies included have demonstrated strong returns on invested capital (ROIC), healthy free cash flow generation, and shareholder-aligned management principles. Sherco Score™ ComplianceAll companies currently showcased scored 14.0 or higher under the Sherco Score™ educational system. Name RecognitionA blend of familiar names and lesser-known companies that exhibit strong historical business fundamentals across industries. The Sherco 12™ is provided for general informational and educational purposes only.
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