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U.S. Dividend Growers Class      (Formerly US Dividend Growth Class)    
Profile   Highlights

The Fund's objective is to maximize long-term total return. The Fund invests in a diversified, actively managed portfolio comprised primarily of dividend paying equity and fixed income securities of U.S. issuers.

The Advisor believes that the fundamentals of the US economy support its ability to lead the recovery in the developed world and to capitalize on the next wave of global growth. In recent years, US companies have significantly improved balance sheets and overall profitability - ultimately translating into an improved ability to expand operations as the global economy improves, and to continue returning capital to shareholders in the form of dividends and share repurchase activities.

The Fund is authorized to issue series of shares designated as Series A and Series F class.

 
Fund Codes: FE:MID710 / LL:MID719 /
DSC:MID720 / F Series:MID701
Inception Date: May 13, 2014
Eligibility: RRSPs, RRIFs, DPSPs, RESPs and TFSAs
See Simplified Prospectus ( English  / French  )
View Proxy Voting Record 
Lead Portfolio Managers   In the Spotlight
Shane Obata
Shane Obata
EXECUTIVE DIRECTOR, INVESTMENTS AND PORTFOLIO MANAGER
View Bio
 
Rob Lauzon
Robert F. Lauzon
MANAGING DIRECTOR AND DEPUTY CHIEF INVESTMENT OFFICER
View Bio
 
Middlefield Market Commentary 
Globe & Mail: Shane Obata, Why it pays to take a barbell approach amid the COVID-19 pandemic 
Middlefield's Dean Orrico: Winners and Losers in the Post-Pandemic Market - The case for Active Management 
Financial Post: Right now, it's big tech's world and everyone else is paying rent 
The Wall Street Journal: Investor Appetite for Tech Buyout Funds Continues Despite Pandemic 
The Wall Street Journal: Tech Stock Rally Isn't Out of Juice 
CNBC: Big tech went from growth stocks to wall streets treasury bond substitute 
Shane Obata tells the Globe & Mail his top cyclical stock picks 
Globe & Mail: Rob Lauzon, Top U.S. dividend stocks 
Wealth Professional: Dean Orrico, Why Middlefield Capital is relishing return of volatility 
Wealth Professional: Rob Lauzon, Dividend play 
Globe & Mail: Rob Lauzon, Bargain dividend stocks worth checking out 
Investment Executive: Global dividends expected to grow 10% in 2018 

US Dividend Income

 
 
     
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