In this episode of The Dividend Corner, Nick Puncer and Stephanie Thomas discuss a recent refinement made to Bahl & Gaynor’s large cap Income Growth strategy. They explore the transition from an individual company dividend yield mandate to a portfolio-level approach, emphasizing the importance of maintaining consistent income growth and managing risk. The conversation highlights market dynamics affecting dividend yields, insights from a similar refinement implementation with one of Bahl & Gaynor’s small-mid cap strategies, and the characteristics of an expanded investable universe. The episode concludes with what clients should expect going forward as well as some thoughts about the potential benefits of active management and flexibility.
Disclosure: The views you’ll hear today are for informational purposes only and do not constitute investment advice or a recommendation. Past performance is not a guarantee of future results, and all investments involve risk, including loss of principal. Any targets or expectations we mention are forward-looking and subject to change. References to strategies or securities are examples only and not recommendations. Investors should consult their own advisors before making investment decisions.