Preference for companies with pricing power in highly concentrated industries around the globe
A focus on companies selling products or services into a growing end market with a business model that is hard to replicate
Healthy businesses with reasonable payout ratios that grow their dividends through various market cycles often receive a premium valuation
Companies that integrate ESG considerations into their operations tend to carry less investment risk than those that do not
Anchoring the portfolio in reasonably priced companies provides our portfolio with a margin of safety as well as upside potential
Middlefield’s global dividends strategies are designed for investors seeking income and growth. ESG considerations enhance fundamental analysis and are integral to the investment decision-making process. Investors can access well-established global companies with a track record of substantial and consistent dividend growth and leading ESG metrics. These companies have a proven history of equity market outperformance and stable dividends.
Available Global Dividends Solution Types
Our Global Dividends Solutions Aim to Deliver Superior Returns Relative to their Investment Risk
Global Dividend Related Company Insights
Dividends account for ~40% of stock market total returns since 1930. That percentage is even higher during decades when inflation is elevated.
Sustainable dividends are paid by companies that fund them with excess free cash flow. Given that they are profitable enough to do so, these stocks are often perceived as higher quality and display less volatility during economic downturns.
Our global diversified dividend strategies invest in stable large-cap companies, they generate an attractive & consistent monthly distribution and they utilize our ESG methodology.
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