Latest News & Insights
Sustainable dividend growth outperforms over the long-term | Portfolio Construction Forum
David Keir appeared at the Markets Summit 2022, hosted by Portfolio Construction Forum, to discuss how sustainable dividends growth outperforms over the long term. Delving into the most important decision taken around the boardroom table; the annual dividend declaration. David stressed that companies should reinvest whilst also returning profits to shareholders via dividends. To learn more, […]
Focus on fundamentals with these three stocks | ausbiz
David Keir from Dundas Global Investments joins ausbiz to address his top stock picks and investment strategy in a period of increased volatility. David Keir identifies the importance of looking beyond share prices to focus on company fundamentals such as their dividends, growth, and re-investment. Click Here
CPD: Investing for Impact – How to Help Your Clients Cut Through the Noise | Adviser Voice
Apostle’s latest article for Adviser Voice discusses how impact-oriented strategies can target growth opportunities and manage the associated risks. For clients genuinely seeking to invest for Impact, we discuss how greenwashing can be identified and avoided. This article is all about investing for Impact – how to help your clients cut through the noise to reach […]
Re-investing Profits is the “Secret Sauce” to Sustainable Dividend Growth | Dundas in the Media
David Keir from Dundas Global Investors appears on ausbiz to talk resilience and dividend growth when it comes to long term equity returns. Learn more by following the link below to watch the full AusBiz interview. Click Here
Why It’s All About Shifting Through Companies, Not Screening | Dundas in the Media
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
Dundas Finds Comfort and Growth in Healthcare | Dundas in the Media
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 […]
Are Dividends the Unsung Heroes of Returns? | Dundas in the Media
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 and Where to Find It | Dundas in the Media
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 […]
Style-agnostic Apostle Manager Stays True Believer | Media Publication
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
Using Equity Income to Power Your Portfolio And Beat Inflation | Media Publication
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
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