Uncovering hidden dividend gems
The energy sector has been a sporadic dividend payer over its history, but the outlook is defined by a structural undersupply story. We believe this will lead to consistently high payout ratios for shareholders.
In the fourth and final episode of this four-part series, I dig into this thesis by highlighting one energy sub sector that will carry the energy transition - and why this is good news for income investors.
In case you missed the other episodes in the series, you can watch them below:
Like to know more?
If you’d like to discuss adding equity income to your portfolio, or for more information on our range of funds, please visit our website or fund profile below.

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