Each year, PortfolioConstruction Conference features a core, 13-hour independent plenary program. It is interspersed twice daily with six concurrent Due Diligence Forum sessions, delivering research papers developed for Conference by our carefully selected Partners...

Due Diligence Forum speaker

Matthew Saddington
Portfolio Manager
Global Value Investors

Due Diligence Forum summary

This session examines historical returns from global equities and the importance of dividends to the total return. It examines the historical importance of including dividend-paying and dividend-growing companies in global portfolios and the impact on overall returns and the potential to lower risk/return outcomes relative to the broader global market.

Discussion is presented in the context of addressing client ideas of risk rather than benchmark-related concepts of risk management and portfolio construction.