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Overview

We are long term, active UK equity stock pickers. As traditional UK equity investors we adopt a common-sense approach in what we do – long only, profitable, UK listed, direct equity investment. Our rigorous fundamental research process enables us to identify the very best opportunities within the universe whilst keeping the spotlight on balance sheet quality, business model sustainability and valuation. We apply a naturally sceptical approach to our asset valuation process, maintaining awareness of the bear case scenario and the impact to investor returns. With no intentional style bias our portfolios offer high quality exposure across the capitalization spectrum managed in a collaborative environment from the heart of Leeds, UK.

Our UK Rising Dividend portfolios are aligned to the same overarching common-sense philosophy applied across the team. We believe that high quality UK companies generating sustainable cash flows and trading on reasonable multiples offer significant potential to outperform the broader market over the long term.

Our process taps into the observed trend of dividend growth stocks outperforming the broader market over the long term. Our rising dividend companies generate sufficient free cash flow to return capital to shareholders, retaining the excess to reinvest in the future growth of the business. This results in a portfolio of companies who have grown their dividend in at least eight of the last ten years on a trajectory to evolve into the market’s most mature and consistent income paying stocks.

Key Information

To grow in value by more than the FTSE All-Share Index by generating a growing level of income, together with investment growth over a three to five-year period after all fees and costs are deducted.

Portfolio characteristics UK Rising Dividends
Objective Income growth
Asset Class Equities
StyleQuality / Growth
Investable UniverseUK
Benchmark FTSE All-Share Index
AllocationUK listed shares
Market capitalisation All-cap
Number of stocks 30-50
Portfolio turnover 20-40%
Income screen Companies must have increased their dividend in at least 8 of the last 10 years
Dividend frequency Quarterly
Inception  January 2015

  • "Our process taps into the observed trend of dividend growth stocks outperforming the broader market over the long-term."

Why Invest in UK Rising Dividends

Heritage

Pragmatic investors

We like to keep things simple. With a sole focus on long only, profitable, UK listed, direct equity investment, we can evade futile distractions

Heritage

Quality bedrock

We keep the spotlight on balance sheet and business model resilience, constructing reasonably valued core portfolios comprised of quality companies listed in the UK

Heritage

Culture of collaboration

Our close-knit team champion a collaborative desk-based environment from the heart of Leeds, where we have been managing concentrated UK equity portfolios for over two decades


Investment Team

Richard Bullas

Job title
Co-Head, UK Equities (Small & Mid Cap)
Ben Russon

Ben Russon

Job title
Co-Head, UK Equities (Large Cap)
Dan Green

Dan Green

Job title
Portfolio Manager & Research Analyst

Marcus Tregoning

Job title
Portfolio Manager & Research Analyst

Will Bradwell

Job title
Portfolio Manager & Research Analyst
Jo Rands

Jo Rands

Job title
Portfolio Manager & Research Analyst
Courtney Westcar

Courtney Westcarr

Job title
Research Analyst

Our Capabilities

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