More opportunities to focus on dividend growth
”‹Mark Whitehead became manager of STS’s portfolio on 11 May 2016. Under his direction, the trust has moved to an unconstrained, benchmark agnostic approach (the portfolio is constructed without reference to any equity index). Mark says that this has expanded the trust’s opportunity-set significantly. Mark’s income strategy has a strong growth focus and his team now looks further down the market cap scale in search of opportunities, with the aim of identifying companies with strong capacity to grow dividends (dividend growth rather than dividend yield is the starting point for the team’s analysis). A key differentiator is that the team employs credit analysis and stress test cash flow generation to ensure dividend sustainability. Options are also being used to underpin income generation.
Securities Trust of Scotland is an investment trust company. Co. invests in a diversified portfolio of assets particularly in a balanced portfolio constructed from global equities. Co.'s portfolio is invested in listed equities, with majority of its investment portfolio is invested in overseas securities. As of Mar 31 2017, Co.'s total investment portfolio was valued at £219.8 million.
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