Golden Capital Global Dividend Yield

The objective of the Golden Capital Global Dividend Yield strategy is to outperform the MSCI ACWI and achieve long-term capital appreciation by constructing an actively managed portfolio of companies that are undervalued with attractive fundamentals and current dividend income.

An Active-Quant approach to research and portfolio construction combines the merits of quantitative methods and qualitative validation. Fundamental research is carried out systematically using a quantitative investment framework. The team's proprietary Global Model ranks stocks based on insider/management signaling, momentum/sentiment, relative value, and short-term Indicators. The rankings help the team identify stocks that are attractive relative to peers. Qualitative review of stocks and their fit within the portfolio is also integral to the decision-making process.

Strategy details

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