Equity

Rising Dividend

Focused on top-down commodity analysis and bottom-up fundamental research

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trading.

Overview

Employs a relative value strategy and invests in high-quality companies with the ability to grow their dividends while providing the potential for capital appreciation and downside protection

Characteristics & Performance

Composite Inception

3/31/2014

Strategy AUM

$0.1 Billion as of 3/31/25

Benchmark

S&P 500 Index

Holdings Range

Typically 50 – 70

Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation for additional details, important performance information and disclosures.

Available Vehicles

 

Institutional Separate Account

 

 

US Mutual Fund

 

Investment Team

Our Rising Dividend team is a part of Jennison’s Income & Infrastructure investment suite which also includes our Equity Income, Global Infrastructure, MLP, and Utility strategies. The investment teams’ extensive experience within the utility and telecommunication sectors, which has historically been two of the higher dividend-yielding sectors, is complemented by our MLP / midstream energy infrastructure experience. In addition, the investment team leverages the firm’s internal research analysts where there is constant discussion, debate, and sharing of ideas across the suite and the broader firm.

Bobby Edemeka

Managing Director

Shaun Hong, CFA

Managing Director

Neil P. Brown, CFA

Managing Director

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Oil & Gas E&Ps, Integrateds & Refining

Brannon P. Cook

Managing Director

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Global Industrials/Transportation Infrastructure

Insoo Kim, CFA

Managing Director

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U.S. Utilities

Stephen J. Maresca, CFA

Managing Director

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Energy Infrastructure, MLPs

Robert Petrie

Managing Director

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Media, Telecom, Health Care

Wei Zhang

Managing Director

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Consumer Staples, Semiconductor Capital Equipment

Jesse Chai, CFA

Managing Director

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Asia-Pacific Industrials and Infrastructure

Joseph C. Esposito, CFA

Managing Director

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Information Technology

Alina Koval

Managing Director

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Materials & Industrials

Christopher P. Pelinsky

Managing Director

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Consumer Discretionary & REITs

Jay Saunders

Managing Director

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Oil & Gas Equipment & Svcs., Metals & Mining, Macro Commodity Analysis

Abhi Kamerkar

Managing Director

Equity

RISING DIVIDEND

Focused on top-down commodity analysis and

bottom-up fundamental research

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