RAMPF - Dividend Growth Thesis Starting To Play Out At Polaris Infrastructure
Introduction
My dividend growth investments are for the large majority companies that increase their dividend like clockwork every year, and have done it for many years or even decades. It is a prudent approach as it gives the dividend income a certain reliability. However, some holdings in my portfolio (mostly ex-US ones) don't have a long dividend growth record but offer a good risk-to-reward either through a high but sustainable yield or a major catalyst to future dividend growth. I count my investments in Gazprom (OGZPY), Sberbank (SBRCY) and Norilsk Nickel