Michael Valentinas

Michael Valentinas

- 25 years of investment experience - Co-Lead Portfolio Manager – ARI Global Select since 2011 - Founding member of HOLT/Volaris Advantage, Credit Suisse’s first actively managed equity buy/write strategy

Posts by Michael Valentinas

Why We Strike a Value/Growth Balance in the Select Dividend Strategy

by Michael Valentinas on September 05, 2024

Why We Strike a Value/Growth Balance in the Select Dividend Strategy

A Benefit of Dividend Growth: Balanced performance across market styles Dividend growth is a good indicator of management confidence, and it is something that we emphasize in our investment process. By focusing on dividend growth, rather than just high dividend yield, we are less cons …

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Strategies: Select Dividend

History suggests the post-pause rally is just beginning

by Michael Valentinas on December 15, 2023

History suggests the post-pause rally is just beginning

NOVEMBER 2023 Real rates are restrictive by many measures Real interest rates account for inflation and are often considered restrictive at levels > zero. With the real Fed Funds rate* and yields on inflation protected bonds (TIPS) positive and rising, real rates are indeed restric …

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Strategies: Select Dividend

Is your Dividend Manager a Value Trap?

by Michael Valentinas on October 05, 2023

Is your Dividend Manager a Value Trap?

DECEMBER 2023 TOO MANY MANAGERS CHASE YIELD OVER GROWTH The S&P 500 closed 2023 up 26.3%, but many dividend managers missed the rally. The average U.S. dividend strategy returned 11.5% (net) over the same period, and strategies with 2.5%+ dividend yields (more than half of the uni …

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Strategies: Select Dividend

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