White Paper I - Dividends & Tax Rates
June 30, 2012 - As it stands
today, barring a political compromise, the
highest tax rate payable on dividends will
jump from 15.0% to 43.4% for the 2013 tax
year. That sets up two important questions
for investors in dividend-oriented strategies.
First, how will the securities of dividend
payers and dividend growers perform relative
to the market as investors are forced to share
a larger portion of their income with the
government? And second, will companies opt
to put their cashflows to alternative uses,
such as stock buybacks or M&A, rather
than grow their dividends?
Review - Investment Commentary
You’re Telling Me There’s a Chance
- Q1 2017
Many investors have been conditioned to believe
that their likelihood of outperforming the
market is akin to Lloyd’s chances of
settling down happily ever after with Mary.
Every day it seems that we read an article
or see an interview in which we’re reminded
that money continues to flow into passive
investment vehicles on just such an assumption.
However, despite the widely held nature of
this view, we believe it is misguided.
submit that the odds for our portfolios are
far better than “one in a million,”
with very favorable chances of outperforming
their benchmarks over time because of our
disciplined Dividend Growth investment approach.
By rigorously identifying and researching
companies with strong future dividend growth
potential, we actively tilt the odds of investment
success in our favor.
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