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Mirabaud Sustainable Global Dividend Strategy

Global Equities

MIRABAUD SUSTAINABLE GLOBAL DIVIDEND STRATEGY

A focus on delivering sustainable and growing dividends by integrating multi-thematic and ESG approaches

Our Approach

Multi-thematic focus to drive your dividends and growth

A focus on multiple global themes lies at the centre of the strategy’s investment approach, which provides sustainable growth drivers for the companies in which we invest.

Our Approach

Delivering you sustainable and growing dividends

Our disciplined approach leads us to access both cyclical and defensive yields, which maintains a balanced portfolio. We select companies with a high sustainable current income as well as future income growth.

Our approach

Managing risk for clients is always a priority

A focus on fundamentally based, active stock selection, paying close attention to the risks that each company faces, leading to better informed decision-making around the sustainability of growth and dividends.  At the portfolio level, the combination of stocks across multiple sectors with different growth and defensive characteristics mitigate unwanted factor risks, which is also augmented by leveraging multiple themes.

Our Approach

Integrated esg approach to select dividend leaders

Employs a consistent approach to the integration of Environmental, Social and Governance (ESG) considerations when selecting companies. We don’t own any of the vice areas exposed to potential regulatory change, such as tobacco, and we only look to invest with ESG leaders.

Global Equities

Mirabaud Sustainable Global Dividend

Mirabaud Sustainable Global Dividend Strategy details, reporting and monthly commentary.

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Meet the Managers

Global Equities

Meet the managers

Anu NARULA

Paul MIDDLETON

Global Equities

Our Approach

ESG integrated approach

The Portfolio Managers have been running sustainable Global Equity portfolios since 2013, screening out the vice sectors which are at risk of regulatory change, and low ESG scoring companies. We look for Leaders in the ESG space within their industries. To help do this, we leverage Sustainalytics, a leading independent information source on ESG criteria. Mirabaud Asset Management also has a dedicated team of Socially Responsible Investing specialists that work jointly with the investment team to strengthen ESG engagement and capture the non-financial risks of the companies selected for the strategy.

Our approach to achieving sustainable dividend investing

We select companies with a combination of stable high free cash flow yields and strong balance sheets. This means they can deliver a solid yield today, with the underlying growth and stability in cash flows to grow future dividends. We also believe that companies positioned to benefit from global themes enjoy additional growth factors, providing more stability in longer term dividend generation across all market environments.

Multi-thematic focus

We’ve been employing thematic investing in this strategy since its inception. We have identified eight global themes, and multiple sub-themes underneath them, which share common attributes – innovation and structural growth drivers as a result long-term sustainable demand from consumers or industries. When we consider a company, it’s always in the context of how it fits within one of our themes, which provide companies with additional growth drivers.

Our Themes

Global Equities

Our Equity Themes

Global Equities

Our core belief is that companies paying dividends are highly disciplined in managing their cash flow, apply rigorous standards to capital expenditure decisions and are careful stewards of their cash.

Anu Narula
Head of Equities

AM Insights

Our Latest Equity Insights

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Thomas JÄGER
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Charles WALSH
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Charles WALSH
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Daniele SCILINGO
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Daniele SCILINGO
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Anu NARULA
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Charles WALSH
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Anu NARULA
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European Equities

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Jérôme PAGANINI

Head of Sales Switzerland & Wholesale Central Europe (FraBeNeLux – DACH)

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Alexis DINSFRIEND

Sales Executive

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Louis William WAGNER LEY

Wholesale Manager

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Hugo BARBIER

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Benjamin CARTER

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Elliot FOWLES

UK Wholesale Sales

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Deji IJAIYA-HARVEY

UK Wholesale Sales

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David BASOLA

Head of Southern Europe

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Ilaria MALACCO

Senior Sales Executive, Italy

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Isabelle RICHARD

Head of Sales France

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Jérôme SPOHN VILLEROY

Wholesale Director

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Elena VILLALBA

Director Iberia & Latam

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Pablo SAN JOSÉ PEÑA

Sales Iberia & Latam

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