June 17, 2026 | 9:30 AM - 10:20 AM

Is the Dividend Dream Still Alive? Revisiting the Case for Dividend-Focused Investing

Dividend funds have underperformed broad market indexes since 2023, raising questions about their role in portfolios. Is this a cyclical headwind, or is the fundamental case for dividend investing changing? Three portfolio managers with diverse approaches to dividend stocks weigh in on the strategy’s future.
  • Asset Allocation
  • Breakout
  • Indexes
  • CE Credit

Speakers

Image of Michael S Barclay, CFA

Michael S Barclay, CFA

Columbia Threadneedle Investments

Lead Portfolio Manager

Image of Ramona Persaud

Ramona Persaud

Fidelity Investments

Portfolio Manager

Image of Todd Trubey

Todd Trubey

Morningstar

Senior Analyst, Equity Strategies, Manager Research