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Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income
Far From The Finishing Post
The Relationship Between Yield and Dividend Growth
There's quite a strong correlation between yield and dividend growth. So the lower yielding companies have stronger dividend growth and vice versa. Can you tell us a bit more about where you are on the sort of yield perspective and then also what that translates to in terms of sustainable, dividend growth? Not owning those companies has been pretty material headwind to our performance over the past 12 months.
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