2024-03-25 14:01:01 ET
Summary
- CSB's idea is to amalgamate high-yield dividend-paying U.S. small-cap stocks, placing more weight on those with stronger low-volatility characteristics.
- CSB has delivered some healthy returns since its inception, beating a few of its counterparts.
- But the fairly perplexing issue is that its value- and low-volatility-centered strategy was incapable of effectively minimizing losses during the 2022 bear market as it was down double digits.
- I reiterate that CSB's quality does not appeal to me. Dividend growth rates are hardly impressive either. Overall, I would opt for a neutral stance, with my Hold rating unchanged.
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For further details see:
CSB: Unconvincing Performance, Questionable Quality, And Dividend Growth Nuances