| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Global High Dividend ADR | - | - | AIBRF, BAESY, CVX, DNBBY, DUK, ENB, ET, IBE.MC, JNJ, KOF, MO, MURGF, NSRGY, NVS, SIE.DE, SVNLY, UNCRY, VICI, VOLVY, ZURVY | dividends, energy, Europe, financials, international, Utilities, value | Following four consecutive years of strong dividend growth, 82% of portfolio companies that declared dividends increased payments by an average of 9.7% year-over-year. Across the entire portfolio, dividend income grew 5.8% year-over-year. The strategy focuses on companies with balance sheet strength and operational resilience to deliver progressive dividend growth over the long term. | 2899.HK DTE.DE AIBG.L UCG.MI ENB.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||