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2023 Midyear Outlook

Capital Ideas Podcast

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The Importance of a Growing Dividend Policy

A growing dividend policy is the clearest signal the management can give about the confidence they have in their company's future earnings growth potential. I think dividends are going to be a much higher part of your turf or shareholder return than they have been historically. And we certainly saw that in 2022 when the highest yielding sectors did better than the lowest yielding sectors.

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