Sustainable companies
Sustainable Dividends opts for stocks of sustainable companies with predictably profitable business models, strong balance sheets, regular dividend payments and committed management.
A disciplined process delivers additional returns at below-average risk. The fund selects high-quality stocks that are undervalued in the manager's eyes. The investment process is fundamental and bottom-up, aimed at building a concentrated, well-diversified portfolio of 20 to 30 European dividend stocks.
Selecting stocks
When selecting stocks, the manager uses six criteria: business model, valuation, financial health, dividend, shareholder focus and corporate social responsibility. All stocks are undervalued and have a market capitalisation of at least €100 million at investment.
The fund
Sustainable Dividends offers an investment fund that invests in a well-diversified portfolio of European companies at the forefront of the sustainability transition. Our focus is on a disciplined investment process, while applying both qualitative and quantitative financial criteria.