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Abrdn Dynamic Dividend Fund Institutional Class (ADVDX)

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4.32 -0.03    -0.69%
21/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 97.11M
Type:  Fund
Market:  United States
Issuer:  Alpine
Underlying:  MSCI ACWI Net USD
Asset Class:  Equity
Alpine Dynamic Dividend Institutional 4.32 -0.03 -0.69%

ADVDX Overview

 
On this page you'll find an in-depth profile of Abrdn Dynamic Dividend Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of ADVDX among other information.
Category

World Large-Stock Blend

Total Assets

97.11M

Expenses

1.31%

Inception Date

37886

Investment Strategy

The investment seeks high current dividend income that qualifies for the reduced U.S. federal income tax rates created by the "Jobs and Growth Tax Relief Reconciliation Act of 2003," while also focusing on total return for long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of certain domestic and foreign corporations that pay dividend income that the advisor believes are undervalued relative to the market and to the securities historic valuations.

Contact Information

Address 1 Bread Street
London,PA EC4M 9HH
United Kingdom
Phone 866-667-9231

Top Executives

Name Title Since Until
Ruairidh Finlayson - 2020 Now
Martin Connaghan Investment Director 2018 Now
Biography Martin Connaghan is a Investment Director on the Global Equity Team at abrdn. Martin joined Murray Johnstone in 1998, which was subsequently acquired by Aberdeen Asset Management in 2001. Martin has held a number of roles including Trader and ESG Analyst on the Global Equity Team; he also spent two years as a Portfolio Analyst on the Fixed Income Team in London. Martin primarily focuses on global and global income mandates.
Josh Duitz Deputy Head of Global Equities 2012 Now
Biography Josh Duitz is Deputy Head of Global Equities at abrdn. Josh is responsible for managing the Aberdeen Global Infrastructure Fund, Aberdeen Global Infrastructure Income Fund, Aberdeen Total Dynamic Dividend Fund, Aberdeen Global Dynamic Dividend Fund, Aberdeen Dynamic Dividend Fund, and the Aberdeen SICAV Global Dynamic Dividend Fund (AIFRX, ASGI, AOD, AGD, ADVDX, ABGDDAD). Josh joined abrdn in 2018 from Alpine Woods Capital Management where he was a Portfolio Manager. Previously, Josh worked for Bear Stearns where he was a Managing Director, Principal and traded international equities. Prior to that, Josh worked for Arthur Andersen where he was a senior auditor.
Dominic Byrne Portfolio Manager 2020 2021
Biography Dominic is Deputy Head of Developed Markets Equities and is portfolio manager on our global and responsible range of equity funds. Dominic joined the firm in 2000 as part of our UK Equity Team. In December 2008, he joined the Global Equity Team and has managed a range of global equity strategies. In 2020, Dominic was appointed Head of Global Equity at abrdn. Dominic graduated with a MEng in Engineering Science and is a CFA charterholder.
Bruce Stout Senior Portfolio Manager 2018 2021
Biography Bruce Stout is a Senior Fund Manager within the Global Equities Team at abrdn. He joined the company in 2000 following the takeover of Murray Johnstone - where he held the position of Investment Manager for their Emerging Markets Team. Bruce worked for Murray Johnstone for over 14 years in a number of roles and prior to that had completed a graduate training course at GEC, following his graduation from Strathclyde University with a BA in Economics
Jamie Cumming Other Executives 2018 2020
Biography Jamie is a Senior Investment Director in the Global Equity Team at Aberdeen Standard Investments. Jamie joined the company in 2003 from Edinburgh Fund Managers, where he was an Investment Manager on the Japanese Equities Team. Previously, Jamie worked for Grant Thornton Chartered Accountant and is a member of the Institute of Chartered Accountants in Scotland.
Stephen Docherty Head 2018 2020
Biography Stephen Docherty is Head of Global Equities. The team is responsible for managing Aberdeen Standard Investments Global and International equity mandates. Stephen joined the company in 1994 as an investment statistician in the performance and risk area. In 1996 he moved into a fund management role covering the Latin American equity markets. In 1999 he became involved in managing global portfolios and was appointed Head of the Desk at the end of 2002. Previously, Stephen worked for Scottish Mutual Assurance in the department of Actuarial Services.
Stewart Methven senior Investment Manager 2018 2020
Biography Stewart Methven is an Investment Director on the Global Equity Team at Aberdeen Standard Investments. Stewart joined Aberdeen Asset Management in 2003 from Edinburgh Fund Managers where he was an Investment Manager on the Pan-European Equity Team. Previously, Stewart worked at Prudential Portfolio Managers as an Investment Analyst. Stewart graduated with a BA (Hons) in Economics from Heriot-Watt University and is a member of ASIP.
Sarah Hunt Member 2016 2018
Biography Ms. Sarah Hunt joined the Adviser in 2007 after ten years at Capital Management Associates, Inc., where she was a Senior Vice President of Equity Research. She is currently an associate portfolio manager of the Dynamic Dividend Fund. Ms. Hunt earned her bachelor’s degree from Wesleyan University, and an MBA degree from Fordham University.
Brian Hennessey Associate Portfolio Manager 2012 2018
Biography Brian Hennessey joined Alpine in December 2008, after eight years of investment experience. Mr. Hennessey has previously worked at Tribeca Global Investments (a former unit of Citigroup) and Litespeed Partners, Partner Re Asset Management and Putnam Investments. Mr. Hennessey earned a bachelor’s degree at Williams College, an M.B.A. from the MIT Sloan School of Management, and is a Chartered Financial Analyst.
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