Dundas Global Investors
Dundas Global Investors
Their strategy is underpinned by the philosophy that investing in companies with sustainable dividends contributes towards the defensive growth characteristics of the portfolio. A lower volatility portfolio with shorter draw down will have a better risk-adjusted return than a highly volatile portfolio. Over time, minimizing drawdowns can result in significant gains to investors. Combined with the compounding effect of reinvesting dividends this can provide a stabilizing core to an overall equity portfolio.
Dividends are not only a reward for investors, but a statement of confidence by company management and directors; a declaration of strength and unwavering belief in the business’s fundamentals. Dividends send a clear message about the company’s current and future performance and its capacity for protecting shareholder value.
To access this portfolio click on your desired share class below:
Class B – Unlisted Institutional
Class C – Unlisted Retail
Class D – Exchange Traded Fund (ETF)
Where dividend growth is the internal compound growth rate of the underlying company or portfolio of businesses. The growth in dividends represents, the sustainable underlying growth in the company, with each dividend announcement, a tangible declaration of intent for the future.
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ADGEF Class C - Monthly Factsheets
To deliver long term dividend growth and capital appreciation. The performance target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after fees on a rolling five year basis.
Pro-active management of both components of total return
(capital and dividends)
Fee minimisation and alignment of incentives
Lower cost base
Enhanced research that capitalises on technology
NEWS AND INSIGHTS
Gavin Harvie and Neil Sutherland, partners at Dundas Global Investors comment, as dividends are typically the focus of income investors, growth investors are overlooking the "unsung hero" of long-term returns. Thus, arguing that the sustainability of dividends is the...
Dividend growth is the unsung hero of long term equity returns according to David Keir, Investment Analyst at Dundas Global Investors. Keir discusses the four components of accumulating pension returns; capital, dividend, compounding and contributions. Upon...