MORE THAN JUST INCOME

Expect More From Your Dividend Equity Strategy

Dividend equity strategies have long been viewed as a stable and reliable option for investors seeking consistent income and downside protection in their portfolios.

What happens when you add a flexible investment mandate that allows a portfolio manager to invest selectively in opportunities “on the other side of popular trends”?

Mike Alkhazov, Portfolio Manager of our Concentrated Dividend Equity Strategy, answers this and other questions.

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GUEST SPEAKERS

Mikhail “Mike” Alkhazov, CFA

Mikhail “Mike” Alkhazov, CFA

Portfolio Manager, Vice President Concentrated Dividend Equity Strategy

2024.07 Dana Landing Page Speaker Mike

John Mueller

Senior Vice President, Marketing & Distribution

In this video, Mike and John break down:

  • The benefits of a flexible investment mandate
  • Why the Strategy occasionally invests in non-dividend-paying stocks
  • The role of behavioral finance in the mispricing of stocks
  • How a contrarian mindset can lead to opportunities for excess returns
  • Why dividend investors should be wary of “chasing yield”