Dundas International Equity ADR Growth (20 stock)

Where dividends grow, share prices follow

Fund Launch Date
1 July 2015
Objective
A 20 stock portfolio, comprising of companies with a market capitalisation greater than USD$2bn, which demonstrate sustainable cash generation that can fund both business expansion and dividend increases.
Number of Stocks
20
Portfolio
A growth-focused, total return strategy with defensive characteristics
Asset Class
Equity (Depository Receipts)
Benchmark
MSCI ACWI ex USA Index
Sector
Base Currency
USD
Vehicle
Model delivery, Separately Managed Account

Fund Description

This strategy follows our singular investment process and philosophy.

 

Our Investment Philosophy:

Everything we do is for the long term. We are driven by the simple notion that dividend growth is the dominant force driving long-term outperformance.


We’ve chosen dividend growth as our only metric of growth because we believe that it is the missing piece of investors' asset allocation puzzle.

 

Our Process:

Our process is framed by our in-house research and generalist approach.


To get from the many to the few we use our in-house grid and thoroughly sift and exclude companies. We do not assign sectors to analysts; we work as a team and scrutinise the stock rather than the analyst.

Performance & Portfolio

This document is a financial promotion and intended for professional, eligible counterparty and institutional investors only. This material has not been prepared for retail clients.

Investors are reminded that the price of shares and the income derived from them is not guaranteed and may go down as well as up. Past performance is not a reliable indicator of future results. All performance data used is total returns, GBP terms.

This document contains information produced by Dundas and sourced from others where stated. The images used are for illustrative purposes only. The views expressed are those of Dundas and are based on current market conditions. They do not constitute investment advice or a recommendation to buy any security which has been highlighted in this material. Although this communication is based on sources of information that Dundas believes to be reliable, no guarantee is given as to its accuracy or completeness.

Portfolio Managers

Andrew Brown
Investment Manager
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James Curry
Partner
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Gavin Harvie
Partner
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David Keir
Partner
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Alan McFarlane
Senior Partner
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Insights

Latest Videos

How we pick stocks
Why smaller companies?
Why dividends?

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How To Invest

Contact Us

For enquiries from the US, please contact info@dundasglobal.com

Investor Profile

A Snapshot

  • Professional investors
  • Investment horizon of 5 years or more
  • Favours an equity portfolio with defensive characteristics

The Fund

A Snapshot

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