Where can you get a 9% raise every year? Clearbridge Investments’ Michael Clarfeld shares his dividend strategy approach for finding high-quality, hard asset/low obsolescence (HALO) companies with consistent dividend growth averaging 9% a year.
Listen to the podcast here:
Explore This Episode
We have compiled additional information and content related to this episode.
MICHAEL CLARFELD
Co-Portfolio Manager, ClearBridge Investments Dividend Strategy
Co-Portfolio Manager, ClearBridge Dividend Strategy Fund
0NE INVESTMENT
CLARFELD: HALO INVESTMENT (Hard Asset/Low Obsolescence)
- Buy: Otis Worldwide Corp (OTIS)
STOCK, BOND, FUND MENTIONS
- Procter & Gamble Co. (PG)
- Coca-Cola Company (KO)
- Nestle SA ADR (NSRGY)
- Union Pacific Corporation (UNP)
- Old Dominion Freight Line, Inc. (ODFL)
- Comcast Corp Class A (CMCSA)
- T-Mobile US, Inc. (TMUS)
- Meta Platforms, Inc. Class A (META)
- Alphabet Inc. Class A (GOOGL)
- Waste Management, Inc. (WM)
- Vulcan Materials Company (VMC)
- The Williams Companies, Inc. (WMB)
- American Tower Corporation (AMT)
- Public Storage (PSA)
- Microsoft Corporation (MSFT)
- Air Products and Chemicals, Inc. (ADP)
- Linde PLC (LIN)
- Otis Worldwide Corporation (OTIS)