HOW WE FIND DIVIDEND GROWTH
OUR PROCESS
NEWS AND INSIGHTS
Report to Investors 1st Quarter 2021
It has been roughly one year since the S&P 500 hit its low point of the COVID-19 market crash. The last year has been challenging and the human tragedy significant but not all the [...]
Rising Interest Rates and Inflation – What Does This Mean for the Equity Markets?
Despite a global pandemic the likes of which we have not seen since 1918, the S&P 500 returned +18.4% in 2020 (in USD). Underneath the surface, the distribution of returns paints a much more [...]
What Has Worked in 2021 (so far…)
The S&P500’s return in 2020 was very different from what we have seen work thus far in 2021. In 2020, 77% of the total return was driven by the top 10 holdings. The mega-cap [...]