Discover the untapped potential of emerging markets for income investors
- MSCI Emerging Markets Index yields 2.9%, nearly double the S&P 500
- Rahul Sharma, portfolio manager at Schafer Cullen Capital Management, finds dividend stocks in emerging markets
- Cullen Emerging Markets High Dividend fund has a 10-year annual return of 3.7%
- Strong focus on strong free cash flows to support dividends
- Country factors matter in emerging markets
- NHPC (NHPC.India) and Prologis Property Mexico (FIBRAPL.Mexico) are some of the fund’s holdings
U.S. stocks aren’t the only game in town for income investors. The MSCI Emerging Markets Index yields 2.9%, nearly double the S&P 500. Rahul Sharma, a portfolio manager at Schafer Cullen Capital Management, has been finding worthy dividend stocks in emerging markets for over 20 years. The Cullen Emerging Markets High Dividend fund has a 10-year annual return of 3.7%. Sharma and his team focus on strong free cash flows to support dividends. They also consider country factors and use tools to analyze risks. Some of the fund’s holdings include NHPC (NHPC.India) and Prologis Property Mexico (FIBRAPL.Mexico). Explore the potential of emerging markets for high dividends.
Factuality Level: 7
Factuality Justification: The article provides information about the MSCI Emerging Markets Index yielding 2.9% and the S&P 500 yielding 1.6%, as well as the performance of the Cullen Emerging Markets High Dividend fund. It also discusses the investment strategy of Rahul Sharma and his team, including their focus on strong free cash flows to support dividends and their analysis of country factors in emerging markets. The article mentions specific holdings in the fund, such as NHPC in India and Prologis Property Mexico in Mexico. Overall, the article provides factual information about dividend investing in emerging markets.
Noise Level: 6
Noise Justification: The article provides some relevant information about income investing in emerging markets and highlights the performance of the Cullen Emerging Markets High Dividend fund. However, it lacks depth and analysis, and there is a significant amount of filler content, including the mention of the portfolio manager’s wrestling experience and the email address at the end.
Financial Relevance: Yes
Financial Markets Impacted: The article discusses the MSCI Emerging Markets Index and the Cullen Emerging Markets High Dividend fund, which are relevant to income investors.
Presence Of Extreme Event: No
Nature Of Extreme Event: No
Impact Rating Of The Extreme Event: No
Rating Justification: The article primarily focuses on income investing in emerging markets and does not mention any extreme events or their impacts.
Public Companies: Coca-Cola (N/A), Johnson & Johnson (N/A), MSCI Emerging Markets Index (N/A), Cullen Emerging Markets High Dividend fund (CEMDX), NHPC (NHPC.India), Prologis Property Mexico (FIBRAPL.Mexico), Mytilineos (MYTIL.Greece)
Key People: Rahul Sharma (portfolio manager at Schafer Cullen Capital Management)
Reported publicly:
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