Edward Lam discusses Somerset Capital Management LLP and its Dividend Growth Strategy. Mr. Lam is a long-only equity investor with a relatively conservative approach. He has a bias toward high-quality companies and a focus on quality growth. In addition, rather than just seeking dividends or income, Mr. Lam looks for dividend growth. By investing in a combination of earnings and dividend growth, Mr. Lam hopes to generate above-average returns over time. Another piece of Mr. Lam’s philosophy is having a different perspective on things from the general consensus. He believes that having his own views and being able to flush them out with thorough research adds value.
Full interview available here.
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