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North American Income: are dividends finally edging out buybacks?
by Robert St George on Apr 07, 2014 at 10:02
Atkinson also makes the case for sticking with the temporarily unpopular but high-quality consumer staples, even though this has cost the fund some relative performance.
Over the past three years North American Income has returned 30.6%, compared with 45.1% from the S&P 500 index.
Yet Atkinson maintains that, particularly in a low-growth environment, reliable dividend payers will prove their worth.
The North American Income trust is furthermore distinct from its peers in running a small bond portfolio and in using option overlays to boost revenues, and Atkinson explains how he is handling those exposures at the moment.
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on Jul 28, 2014 at 15:00