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Petercam Institutional Asset Management organised a seminar on Petercams dividend strategies in Luxembourg on November 30th. Moudy El Khodr and Kris Hermie, senior asset managers specialised in the North American and European dividend strategies respectively, laid out their views for an interested audience of private bankers and fund selectors. Their investment case was quite clear: over the long term, dividends make up more than two thirds of the total equity returns. Therefore, cannot be ignored for any sensible long-term (income) investor seeking a sound balance between risk and return. Indeed, our dividend strategy has clearly outperformed in bearish markets, offering downward protection for risk-averse investors, while keeping up with markets when the mood is bullish. Moudy...
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