Dundas Global Investors Presentation, FNN Fund Manager Event, April 2019, Melbourne

Company Presentations

  • Email Alerts for:

Dundas Global Investors Senior Partner, Alan McFarlane presents on the Apostle Dundas Global Equity Fund, its objectives, approach to investing and the academic evidence around the importance of focusing on dividends, at FNN's Fund Manager Event.

Key points:

  • Apostle Dundas Global Equity Fund aligned with driving long-term returns and finding high-quality companies paying dividends and delivering dividend growth
  • What drives equity returns: "In the long run, dividend yield and dividend growth contributed 93% of returns, compared with roughly 7% for changes in valuation".
  • How to identify "great" dividend growth companies

For more, watch Senior Partner Alan McFarlane present.