They are generally attracted to companies with a historically strong dividend payout, usually trading on a significant discount to the market. However, the fundamental research focuses on the sustainability of this dividend, and so investments are into quality, cash generative companies with strong capital discipline. This meticulous research process is also used to identify overvalued companies.

 This combination of value, income generation and franchise strength has, since inception, produced superior risk-adjusted returns for the team.

Meet the US Equities team
Adour Sarkissian, CFA
Adour Sarkissian, CFA
Head of US Equities
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Conor Walsh, CFA
Conor Walsh, CFA
Assistant Fund Manager
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Sanlam US Dividend Fund
A contrarian, dividend value fund offering exposure to US equities.
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Sanlam US Absolute Return Fund
A market neutral strategy investing in long and short positions in North American equities.
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Disclaimer

The fund invests geographically in a narrow range, there is an increased risk of volatility which may result in frequent rises and falls in the Fund's share price.
 
The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional​

Please agree to proceed. By doing so you agree that you have read and understood the foregoing disclaimer and confirm that you are a professional investor.

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