The L2 Large Cap Dividend & Income strategy is an actively managed portfolio that applies an evidence based fundamental process to exploit market inefficiencies. As discussed in our recent quarterly commentaries, the performance of equities that pay investors to own them via dividends and buybacks has been challenging. As we are all aware, a reprise of the dot.com bubble is underway via the AI mania and investors have forgotten the basics.
Fortunately, as our research has shown, healthy dividend paying stocks are actually the “prime rib” of the equity investing universe over the long haul. Paying modest prices for quality companies that send you cash to own them has been one of the most reliable ways to beat the markets.1 , 2 Yet the performance of the benchmark Russell 1000 Value ETF in 2025 is a healthy reminder of the importance of diversification and sticking to the plan laid out by your Financial Advisor.
L2 Dividend & Income Trade Commentary – May Q1 2025
Table of contents
When
May 21, 2025
Who
Matthew Malgari
Dr. Sanjeev Bhojraj
Nathan Przybylo
ASSET CLASS COMMENTS:
The L2 Large Cap Dividend & Income strategy is an actively managed portfolio that applies an evidence based fundamental process to exploit market inefficiencies. As discussed in our recent quarterly commentaries, the performance of equities that pay investors to own them via dividends and buybacks has been challenging. As we are all aware, a reprise of the dot.com bubble is underway via the AI mania and investors have forgotten the basics.
Fortunately, as our research has shown, healthy dividend paying stocks are actually the “prime rib” of the equity investing universe over the long haul. Paying modest prices for quality companies that send you cash to own them has been one of the most reliable ways to beat the markets.1 , 2 Yet the performance of the benchmark Russell 1000 Value ETF in 2025 is a healthy reminder of the importance of diversification and sticking to the plan laid out by your Financial Advisor.