Downfalls of a Lottery Ticket Mindset with Jeff Weniger — Head of Equity Strategy at WisdomTree
Listen now
Description
In this month’s episode, Greg sits down with Jeff Weniger, Head of Equity Strategy at WisdomTree. For the unfamiliar, WisdomTree is a fund and ETF manager with roughly $90 billion in assets under management. What makes WisdomTree’s funds special is that most of them focus on dividend and dividend growth strategies. One of their largest funds is the US Quality Dividend Growth Fund ($DGRW), which incidentally is our largest core position and is one we have mentioned over past episodes. Among their other funds, $DGRW is exceptional for gaining exposure to quality dividend growth.   Jeff has spent decades in the finance world and specializes in the management and creation of strategy-focused ETFs. Prior to joining WisdomTree, he was Director & Senior Strategist at BMO, working directly with the CIO of the firm from 2006 to 2017. He is a CFA charterholder, and earned his MBA from Notre Dame.  As head WisdomTree’s equity strategy, Jeff has invaluable experience in equity markets and provides unique perspectives for long-term investors and the macro environment.  During Greg and Jeff’s discussion, they cover the history of dividends, the difference between US and overseas dividend culture, why “boring” actually performs well, and why having a lottery ticket mindset can lead to mistakes. The interview is full of topics that the dividend investor should keep in mind and ultimately serves as a powerful reminder of why dividend growth investing is a long-term strategy that works. EDIT: This episode was originally uploaded with an hour of silence that followed the episode. The current audio file has been edited and corrected.  **NEW** If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at [email protected]. Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
More Episodes
More on dividend growth investing -> Join our market newsletter! The last time the S&P 500 dividend yield was sitting at 1.17% was in February of 2001. Many investors remember the stretched valuations 23 years ago, and even more so, how the following year proved to correct that...
Published 11/19/24
Published 11/19/24
More on dividend growth investing -> Join our market newsletter! The corporate lifecycle is an important yet often overlooked factor in investing. Like all things, companies age over time, with each phase having its own pros and cons. In this episode, Greg explores the corporate life cycle's...
Published 10/18/24