Inglis-Jones is fairly upbeat about the outlook for equity income, highlighting analysis by Bernstein Research that shows dividend investing lags markedly in a sharp recovery, as has been seen over the past 18 months, before outperforming strongly in the post-recovery phase.

The duo’s approach is targeted at identifying companies with strong cashflows and is very much focused on putting their accounts under the microscope rather than relying on meetings with management. ‘The cashflow approach is compelling and I invest my own money this way,’ Inglis-Jones says. ‘Over time, yield investing as a strategy does very well. The process dictates what is in the portfolio, people are not that good at forecasting.’

Source: City Wire

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