Dividend Growth Rate as the Most Important Signal with Jonathan Nurick of DivGro

My guest on the show this week was Jonathan Nurick, the founder and Co-CIO of DivGro, an Australia-based investment management firm that puts dividends at the center of its investing strategy. Jonathan started DivGro at a relatively young age, and the firm’s AUM has grown substantially over the recent years. In this intriguing conversation, we covered:

The founding inspiration behind DivGro;

How Jonathan began to center on dividends as a signal;

What people underappreciate about dividends;

Portfolio construction, including concentration and position sizing; and

What a quintessential DivGro investment looks like.

To learn more about DivGro, please visit the firm's website: https://www.divgro.com.au/