Despite valuation’s predictive power in forecasting long-term returns, many investors have shorter time horizons. Matt Wagner and Kara Marciscano explain how our quality dividend growth methodology can help investors strike a balance between screening for companies with profitability and growth, and valuations.
They say don’t meet your heroes, but they didn’t say anything about comparing yourself to them. How do our WisdomTree U.S. Quality Dividend Growth (DGRW) and U.S. Quality Shareholder Yield (QSY) Funds stack up against Berkshire Hathaway’s holdings? Kara Marciscano draws comparisons from three perspectives: quality, capital return and value.
While most U.S. investors are wondering whether equities will continue to climb higher in 2020, we particularly see potential in small caps. But that potential is best realized when you’re only paying for those companies that already have something to show for themselves. Brian Manby discuses two funds that follow this train of thought.