James Harries (Troy) - Exercising Discipline For Global Dividend Growth
Far From The Finishing Post
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How Do You Balance the Portfolio?
The portfolio i used to manage was 50 to 80 companies, and it came down overtime. We don't any longer put the dividend yield as the primary metric on which we consider a new investment. And something needs to be either better value, or better quality, or provide better income in order to win the competition for capital in the portfolio. But it all derives, ultimately, from the businesses in which we are investing. The free cashtr which we think they can the returns on capital in the longevity of those james. There are certain ways of approaching that challenge, and one of them i investing with the great disruptors, the amazons of this world. Is off limits to some extent
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