A Survey of Global Dividends: From Vietnam to U.S.
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A Survey of Global Dividends: From Vietnam to U.S.

This presentation will start with an exploration of the rationale for a global dividend strategy. We will then review a survey of 92 global markets as it relates to dividends (yield, payout ratio) with a deep dive on the trends, management practice and contribution to long term performance with a focus on the major global markets.

9/29/2015
When: Tuesday, September 29th
From 12pm until 1:30pm
Where: CFA Society San Francisco
235 Montgomery Street, Suite 643
San Francisco
Presenter: Louie Nguyen, CFA President and Chief Investment Officer
Contact: Tracy Canning


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 A Survey of Global Dividends: From Vietnam to U.S.  

 

In an environment of low yield, global dividends have emerged as a key component of a sustainable income strategy. In addition to income, global dividends have historically provided downside protection, which is particularly important as markets experience heightened volatility. Furthermore, the continued growth of emerging and frontier markets provides more opportunities for investors who adopt a global dividend strategy. This presentation will start with an exploration of the rationale for a global dividend strategy. We will then review a survey of 92 global markets as it relates to dividends (yield, payout ratio) with a deep dive on the trends, management practice and contribution to long term performance with a focus on the major global markets. It will end with a comparative case study of the use of dividends in the up and coming economy of Vietnam and the advanced economy of the United States.

 

 

Louie Nguyen, CFA
President and Chief Investment Officer

 At San Diego-based Soledad Investment Management, Louie oversees the research process and manages non-US investments, including specific, stand-alone direct investments in Vietnam. Soledad is the sub-adviser for the Christopher Weil & Co Global Dividend mutual fund (CWGDX). Before launching Soledad, Louie was a senior portfolio manager for the Needelman Asset Management International Value product. Prior to Needelman, Louie was an institutional portfolio manager for high profile North American and Asian institutional clients at Brandes Investment Partners. He was also a product coordinator for the Japan Equity product. Before joining Brandes, Louie was a research analyst for WestLB in Tokyo.

 

Louie holds a Bachelor of Arts degree from the Olin School of Business at Washington University. He earned his Master of International Business Studies in Japanese Management and Finance from the Darla Moore School of International Business, University of South Carolina. As a graduate student, Louie was a Monbusho Research Scholar at Waseda University in Tokyo.

 

Louie is active in his community and is a member on the Investment Committee for the Mingei International Museum in San Diego.



Pricing:

Members: $25

Non-members:  $40

 

Lunch will be served.

 

 

Date:

September 29th

 

 

Time:

12:00pm until 1:30pm

 

 

Location:

CFA Society San Francisco

235 Montgomery Street Suite 643

SF CA 94104

 

 

Continuing Education:

This event qualifies for 1 hour of continuing education credit for CFA Charter holders.

 

 

Cancellation Policy:

Please contact tracy@cfa-sf.org with at least 24 hours’ notice to receive a full refund.

 

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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