Value Investing with Legends Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams
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Apr 17, 2026 
Jenny Harrington, CEO and portfolio manager at Gilman Hill Asset Management and author of Dividend Investing, discusses building a 5%+ dividend income strategy. She covers screening and portfolio construction for reliable income. The conversation explores cash flow and valuation for risk control, case studies like Clorox and Best Buy, and how AI and communication shape future investing.
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Dividends Preserve Investor Behavior
- Dividend-focused portfolios increase investor stickiness by providing predictable cash flow that reduces forced selling in market drawdowns.
- Harrington designed a 30–40 stock strategy targeting a 5%+ yield so clients receive income even during crises, preserving behavior and outcomes.
Use A Weekly Dividend Screen
- Run an objective weekly screen to surface dividend candidates and avoid subjective chasing.
- Harrington's screen (since 2001) shows US firms with >3.5% yield and >$100M market cap, producing ~300 names then ~90 investable ideas.
Dividend Growth Is Not The Same As High Yield
- Dividend growth and high dividend yield are distinct propositions with different tradeoffs.
- Dividend aristocrats offer quality and dividend growth but often low yields; Harrington targets neglected cash-flow businesses like Amcor or Clorox for higher yields.
