Dividend Growth Better Performance Indicator Than Dividend Yield.

An interview with Christopher P. O'Keefe of Logan Capital Management, who manages primarily a dividend growth strategy that invests only in companies that consistently increase dividends over time, is presented. He mentions that the company focuses on companies that have a strong business model generating strong free cash flow, underpinned by strong margins, good market share that gives them strong cash flows over long periods of time that can defend that dividend.