The Spectrum of Growth
Great growth companies are rare, prized, and often misunderstood. Investors can understand their patterns of performance to make better-informed decisions.
Employs a relative value strategy and invests in high-quality companies with the ability to grow their dividends while providing the potential for capital appreciation and downside protection
Composite Inception
3/31/2014
Strategy AUM
$0.2 Billion as of 9/30/24
Benchmark
S&P 500 Index
Holdings Range
Typically 50 – 70
Institutional Separate Account
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Our Rising Dividend team is a part of Jennison’s Income & Infrastructure investment suite which also includes our Equity Income, Global Infrastructure, MLP, and Utility strategies. The investment teams’ extensive experience within the utility and telecommunication sectors, which has historically been two of the higher dividend-yielding sectors, is complemented by our MLP / midstream energy infrastructure experience. In addition, the investment team leverages the firm’s internal research analysts where there is constant discussion, debate, and sharing of ideas across the suite and the broader firm.
Great growth companies are rare, prized, and often misunderstood. Investors can understand their patterns of performance to make better-informed decisions.
The revolutionary impact of AI-driven change is already evident in most industries and is accelerating.
Growth equities have strongly outperformed value over the past decade, but they can still offer opportunities.
Performance Disclosures: Past performance does not guarantee future results. Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation for additional details, important performance information and disclosures.