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Dundas Global Investors

Kayne Anderson

Molpus Woodlands Group
Safar Partners

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.

“Good companies run by excellent boards and management make repeated good capital allocation decisions, avoiding unnecessary financial risk to reduce the risk of dividend cuts. Consistent reinvestment by growing companies is the foundation for future dividend growth and our strategy’s success”
Alan McFarlane
Managing Partner