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Abrdn Dynamic Dividend Fund Institutional Class (ADVDX)
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00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 89.35M
Alpine Dynamic Dividend Institutional
4.28
+0.01
+0.23%
- Overview
- Profile
- Historical Data
- Holdings
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.
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
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. | ||
| 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. | ||
| 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. | ||
| Sara Hunt | Portfolio Manager | 2016 | 2018 |
| Biography | Ms. Hunt is an Alpine Saxon Woods Founding Partner and Chief Market Strategist, responsible for developing, communicating and executing the company’s investment strategies and helping clients meet their investing goals. She has over 25 years of experience in various capacities in the investment industry. Prior to launching Alpine Saxon Woods, Ms. Hunt was a Portfolio Manager at Alpine Woods Capital Investors for the Alpine Woods Growth Values, L.P. as well as the Alpine Woods Momentum long-only and long-short product. She was also Associate Portfolio Manager for the Alpine Dynamic Dividend Fund, and equity analyst for the Alpine Global Dynamic Dividend Fund and the Alpine Total Dynamic Dividend Fund. Prior to that, Ms. Hunt was Sr. Vice President of equity research working on institutional and individual client portfolios and equity mutual funds at Capital Management Associates. Earlier in her career she was an assistant to institutional brokers at Prudential Securities working with clients in investment management including banks and hedge funds. As a graduate research assistant at Fordham University, Ms. Hunt worked with Senior Fellow and author Marion Pinsdorf on “All Crises Are Global: Managing to Escape Chaos”. Ms. Hunt earned her degree in Economics from Wesleyan University and an M.B.A. from Fordham University, as well as her CFA Charter in 1997. | ||
| Brian Hennessey | Chief Investment Officer | 2012 | 2018 |
| Biography | Mr. Hennessey is an Alpine Saxon Woods Founding Partner and Chief Investment Officer, responsible for overseeing the investment process, strategy, performance analytics and risk management across portfolios. Before launching Alpine Saxon Woods, Mr. Hennessey was Co-Chief Investment Officer at Alpine Woods Capital Investors as well as Portfolio Manager of the Alpine Dynamic Dividend Fund, Alpine Global Dynamic Dividend Fund and Alpine Total Dynamic Dividend Fund, as well as the Alpine Woods Momentum long-only and long-short products. Before that, Mr. Hennessey was at Litespeed Partners as a member of the $1B event driven, distressed hedge fund. Prior to that he worked at Tribeca Global Investments, a unit of Citigroup, as a member of the Merger Arbitrage hedge fund team where he contributed a significant portion of the fund’s alpha generation. Mr. Hennessey spent time at PartnerRe Asset Management as a member of the US Investment Grade Fixed Income team covering health care, REITs, consumer products, and insurance. He started his career as an analyst at Putnam Investment’s High Yield Fixed Income team covering homebuilding, paper, energy and chemicals. Mr. Hennessey received a degree in Biology and Economics from Williams College, an M.B.A. from MIT Sloan School of Management and is a Chartered Financial Analyst. | ||
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