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

Michael S Barclay, CFA
Columbia Threadneedle Investments
Lead Portfolio Manager

Ramona Persaud
Fidelity Investments
Portfolio Manager

Todd Trubey
Morningstar
Senior Analyst, Equity Strategies, Manager Research