Compounders Podcast
Dividend Growth Rate as the Most Important Signal with Jonathan Nurick of DivGro
This episode isn’t summarized yet
Create a free account and summarize it. In a few minutes you’ll have the key takeaways and a section-by-section summary.
Show notes
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/