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Individual Investor
Hrvoje Sajkovic
- Education BS, Economics, University of Zagreb, Croatia
- Investment Experience Since 2002
Sustainable Dividend Growth
The Sustainable Dividend Growth investment strategy seeks to offer above-average income for its investors, as well as a degree of capital appreciation. It strives to offer consistent returns and a low level of volatility over time. It mainly invests in high yield stocks with a two-year history of consistent dividend payouts.
The manager invests in dividend-paying U.S. companies, as well as American Depository Receipts. Holdings often will include real estate investment trusts, and may include equity and bond ETFs. A smaller part of the portfolio may be invested in stocks with less than two years of strong dividend payouts, but companies the manager’s research indicates may have strong earnings growth potential.
Stocks are chosen for the portfolio based on relative valuation screening criteria. Price stability characteristics also play a smaller role in the selection process. Market timing considerations are made at the end of the stock screening process. Research inputs may also include the manager’s due diligence and information from analyst reports.
The model seeks to hold about 12 dividend-paying stocks at any given time. Positions will be rebalanced if their yields decline and replaced with currently higher-yielding securities. Individual positions are not expected to exceed 20% of the total portfolio. The investment model may at times hold cash positions until new investment opportunities deemed suitable by the manager are discovered.
The manager mostly expects to sell positions when he believes there is a superior investment opportunity. Positions may also be closed when company fundamentals have changed or when the manager decides that the health of the company could be deteriorating. Positions may also be closed due to decreasing dividend yields. Position selling could occur when a company decides to cut its dividend, seeks to raise cash from investors, or when its market capitalization falls below $200 million.
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