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Dividend Strategies

Dividend Growth

The Ridgewood Dividend Growth Strategy involves a focused approach to holding approximately twenty to fifty individual positions. Within this strategy, we focus on total compound return over time with a particular focus on growing dividends.  In evaluating the prospects for our Dividend Growth Strategy, we consider several factors including:

  • Sustainability and growth rate of the dividend
  • Current payout ratio
  • Growth prospects for the company
  • Prior history of dividend payments
  • Management commentary around dividend policy
  • The company’s financial strength
  • Industry conditions
  • Current yield

This strategy emphasizes the potential for future dividend growth rather than current yield as a basis for portfolio construction.  As a result, investments are not restricted to current dividend payers or companies with a history of sustained dividend growth.

Core Dividend

Our Core Dividend Strategy focuses on providing current income with the possibility of more muted dividend growth.  Within this strategy, we hold approximately twenty to fifty individual positions.  In evaluating the prospects for our Core Dividend Strategy, we consider a similar set of factors as in our Dividend Growth Strategy, but with a greater emphasis on current yield:

  • Current yield
  • Sustainability and growth rate of the dividend
  • Current payout ratio
  • Prior history of dividend payments
  • Management commentary around dividend policy
  • Growth prospects for the company
  • The company’s financial strength
  • Industry conditions

 

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