I recently published an article on Guru Focus called 5 Top Dividend Holdings of Seth Klarman.
I’ve been publishing a series on of articles on Guru Focus where I look into some of the world’s most well known investor’s portfolios to see what dividend companies they are holding. I’m not an advocate of actively managed funds, mainly due to the turnover (fees, taxes, etc.), but in my view it’s worthwhile to take a peek into the minds of well known investors to see what they are holding, and to see if any of the picks make good candidates for long term dividend holdings. Seth Klarman’s value investing approach may have found some decent holdings- two or three of these are probably worth looking at from a long term dividend investing viewpoint, and one of them in particular has been on my watch list for possible purchase.