Hindesight Letter:

Dividend UK Letter

Dividends matter and investing in those businesses that pay a bumper dividend to their loyal shareholders really, really matters

But dividend investing isn’t just about picking those stocks with the highest dividend yield. Far from it in fact because these high yielding businesses may actually be real basket cases, where the share price has plummeted making the yield look attractive.

Smart dividend investing is about combining both a systematic approach to stock selection, focusing on the balance sheet of the businesses, as well as an almost intuitive sense of the broader picture – what we at HindeSight call the ‘Big Picture’.