Jonathan Crown
A photo showing Jonathan Crown

Jonathan Crown

Portfolio Manager

Latest articles

January 2024

Welcome back the dividend champions!

'Big Tech' received a lot of attention in 2023, but we don’t believe it’s the only sector with attractive investment ideas offering the desired capital return characteristics.
March 2023

What does a higher inflation world mean for dividends?

Heightened inflation will make it more complicated to identify sustainable dividend growers.
February 2022

Aiming to fully capture semiconductor growth

The chip industry is both growth and quality – which is why we like it.
February 2021

Dividend outlook: the capital return mix is key in 2021

After a tough year for dividends in 2020, the outlook for 2021 is positive. Many of the sectors that were most impacted in 2020, such as autos, should see a good rebound in dividends
February 2021

Dividend outlook: the capital return mix is key in 2021

2020 was an extremely tough year which had a negative impact on cash flows of economically sensitive and working capital-heavy industries, and thus dividends. The big question is, what will 2021 hold?
January 2020

When banks met FinTech…

For decades banks have benefited from a customer inertia that has provided a cheap and stable source of funding and a high margin payments revenue stream. But these are now at risk from FinTech entrants trying to establish themselves as platform providers for payments, deposit accounts and other banking services. A recent McKinsey study, for example, estimates that payments account for around 30% of global banking revenue, and this is where the digital Payment Service Providers (PSPs) are moving in.

Latest articles

March 2023

What does a higher inflation world mean for dividends?

Heightened inflation will make it more complicated to identify sustainable dividend growers.
February 2021

Dividend outlook: the capital return mix is key in 2021

After a tough year for dividends in 2020, the outlook for 2021 is positive. Many of the sectors that were most impacted in 2020, such as autos, should see a good rebound in dividends
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