Dundas Global Investors excels in global equity portfolio management, prioritizing sustainable capital and dividend growth. Their approach transcends developed and emerging markets, emphasizing research and respect for both capital and dividends.
As an independent partnership, they maintain low fees and expenses, aligning their success with clients’ while investing their own assets alongside.
About Dundas
Investment manager Dundas Global Investors aims to build a diversified portfolio of between 60-80 stocks with sustained business and dividend growth to achieve long term capital growth. Strong qualitative and financial research and analysis underpins the Dundas investment criteria. The Fund has typically outperformed in weaker markets and underperformed in strong rising markets.
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.
Independent investment research house, Lonsec, has awarded a ‘Recommended’ rating to the Apostle Dundas Global Equity Fund.
“Companies ESG tilt such as eBay, keeping goods in circulation and out of landfill, is attracting younger buyers, growing market share”. When investing right now, the key focus should be on the fundamentals of companies. David Keir from Dundas Global Investors International met with ausbiz this morning addressing the idea that business growth will drive dividend growth and […]
David Keir from Dundas Global Investors appears on Equity Mates on ausbiz. David brings insight to the discussion into how Dundas finds and values companies, along with some sectors on the watchlist. Learn more by following the link below to watch the full AusBiz interview. Click Here
If you’re looking for strong dividend growth then healthcare is a sector to find opportunity according to David Keir, Investment Analyst at Dundas Global Investors. He says over the past five years the dividend growth number for MSCI ACWI (the largest 3000 companies in the world) has been 2.6%, whereas the ACWI Healthcare sector has […]
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 best way to determine the long-term growth prospect’s of a portfolio. Learn more by following 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 retirement, two of the most important components -compounding and contributions – are switched off. According to his strategy this […]
In an Interview with David Chaplin from Investment News in NZ, Karyn West talks style-agnostic strategy. Learn more by following the link to the full article below. Click Here
With interest rates at all-time lows, investors are turning to equities for yield and taking on more risk in their portfolios. But investors should only target companies that are financially sound and capable of growin their dividends over time. Learn more by following the link to the full article below. Click Here
Read Stephen Bennie’s comments on the investment case for a2 milk via the lens of a value investor. Stephen references Dundas Global Investors and their thoughts on the relationship between growth and value investors. Click Here
Read Will Hamilton’s comments on growing dividends and the importance of balancing risk in the current environment. Click Here
Karyn West “always invests in every single thing [she] recommends to a client”. Learn more about how Karyn built a career out of fearlessly backing herself. Click Here
The Apostle Dundas Global Equity Fund shortlisted for an Investment Leadership award in the International Equities – Active Core category. Click Here
Independent Investment research house, Lonsec, has awarded a ‘Recommended’ rating to the Apostle Dundas Global Equity Fund. Click the link below to learn more about the Dundas Global Equity Fund. Click Here
Apostle Dundas Global Equity Fund labeled a Top-Performer in international equities active core by RMetrics. Click Here
Read Alan McFarlane’s thoughts on the changing dynamics of pension schemes and how the Apostle Dundas Global Equity Fund is positioned to capitalise on these changes. Alan discusses the importance of dividend growth and some key signals the Dundas team use to screen investments. Alan also offers valuable insights into Australia’s current dividend environment. Click […]
