DIVIDEND GROWTH FUND REPORT
Dividend Growth Fund of Bocconi Students Asset Management Club is an investment
fund set up in September 2023, with the aim of providing investors income while being
exposed to dividend-focused companies.
With the use of new risk management strategies, the Dividend Growth fund shows clear potential for the future. The rebalancing of the portfolio, where underperforming stocks have been sold and new stocks have been added, the fund is confident in the performance of the portfolio. The prospects seem bright, offering the promise of strong dividend performance and capital stability. The results from the reporting period highlight the collaborative effort dedicated to equity research; the fund has achieved returns on par with the benchmark and is on track to meet its predetermined dividend yield target. This success has given our team valuable insights, helping us to understand how we choose companies and providing clarity on the criteria we use in our stock selection process.