In the current market, a few dominant stocks have driven returns, influenced by trends in Artificial Intelligence, electrification, and groundbreaking weight-loss drugs. While these themes have captured significant attention and performance, they have led investors to overlook the value of quality and dividend-growers, central to our Quality Investing philosophy. At Haverford, we prioritize companies that consistently increase their dividends, offering enhanced total returns, reduced volatility, and risk mitigation, proving the enduring benefits of a prudent investment approach.
Key Themes Driving the Markets
Media Inquiries
Veronica Mckee, CMP
Direct Phone: 610.995.8758
Email: vmckee@haverfordquality.com
Katie Karsh
Direct Phone: 610.755.8682
Email: katie@gobraithwaite.com
Disclosure
These comments are provided as a general market overview and should not be relied upon as a forecast, research or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Opinions expressed are as of the date noted and may change at any time. The information and opinions are derived from proprietary and non-proprietary sources deemed by Haverford to be reliable, but are not necessarily all-inclusive and are not guaranteed as to accuracy. Index returns are presented for informational purposes only. Indices are unmanaged, do not incur fees or expenses, and cannot be invested in directly.
Investments in Securities are Not FDIC Insured · Not Bank Guaranteed · May Lose Value