Great Investor Charlie Dreifus is constantly analyzing what could go wrong with the companies he chooses for his Royce Special Equity and Royce Special Equity Multi-Cap Funds. We asked him why worrying was his self-described “natural state.”
Dreifus is a big believer in the power of compound dividends, which he has put to work in a major way in his Royce Special Equity Multi-Cap Fund. Of the 26 names in that portfolio as of June 30, 2015, 10 of them, or approximately 38% of the portfolio have increased their dividends for more than 25 years in a row. Here’s the portfolio’s dividend profile.
Download the list here. [.pdf]
