Dividend Income

The strategy seeks strong risk-adjusted returns over the long term through investing in high-quality, income-generating equities bought at what the team believes is the right price.

Philosophy

The team analyzes all companies using the same proprietary, fundamentals-based lens, using a scalable and repeatable process driven by principles that have been unchanged since the value equity team’s founding in 1997. The team believes a portfolio that creates business value faster than a benchmark can generate long-term outperformance when assembled at a reasonable valuation.

Managed by

Conrad Dabiet, CFA

Senior Portfolio Manager, Canadian Value Equity

Conrad is a senior managing director and senior portfolio manager for Manulife Investment Management’s value equity team, which has won numerous investment awards and accolades over the past 20 years. The value equity team manages multiple strategies for institutional and retail clients, including Canadian all-cap equity, Canadian large-cap value equity, Canadian focused equity, dividend income, U.S. dividend, Canadian balanced, U.S. balanced, and global balanced. Conrad is the lead manager for dividend income and U.S. dividend income strategies. Conrad holds the Certified Financial Analyst designation.

  • Education: Bachelor of Commerce, Queen’s University
  • Joined the company: 2003
  • Began career: 2003
Conrad Dabiet, CFA

Chris Hensen, CFA

Senior Portfolio Manager, Canadian Value Equity

Chris is a managing director and senior portfolio manager for Manulife Investment Management’s value equity team, which has won numerous investment awards and accolades over the past 20 years. The value equity team manages multiple strategies for institutional and retail clients, including Canadian all-cap equity, Canadian large-cap value equity, Canadian focused equity, dividend income, U.S. dividend, Canadian balanced, U.S. balanced, and global balanced. Previously, Chris was a senior portfolio manager responsible for U.S. equities. He joined Manulife in 1995 as an analyst in the investment division rotational program and worked with the fixed-income and real estate teams. Chris holds the Certified Financial Analyst designation.

  • Education: B.B.A., York University; M.B.A., York University
  • Joined the company: 1995
  • Began career: 1995
Chris Hensen, CFA

Jonathan Popper, CIM, FSCI

Senior Portfolio Manager, Canadian Value Equity

Jonathan is a senior managing director and senior portfolio manager for Manulife Investment Management’s value equity team, which has won numerous investment awards and accolades over the past 20 years. The value equity team manages multiple strategies for institutional and retail clients, including Canadian all-cap equity, Canadian large-cap value equity, Canadian focused equity, dividend income, U.S. dividend, Canadian balanced, U.S. balanced, and global balanced. Jonathan previously worked as part of the North American high-yield investment team. Prior to joining the company, he worked with CIBC Investment Services and CIBC Wood Gundy. Jonathan holds the Canadian Investment Manager and Fellow of the Canadian Securities Institute designations.

  • Education: B.A., University of Western Ontario; M.A., York University; M.B.A., York University
  • Joined the company: 1999
  • Began career: 1995
Jonathan Popper, CIM, FSCI

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region. 

  • Separate accounts

    Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities. 

  • CITs

    Our professionally managed collective investment trusts (CITs) are available in certain qualified retirement plans.

  • Mutual funds

    Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.


Key facts

  • Inception date

    June 2004

  • Strategy AUM (CAD)

    $9.65 billion

  • Benchmark

    S&P/TSX Composite Index

  • Style

    Value

  • Average portfolio manager experience

    22 years

Important information

All information shown is as of March 31, 2021, unless otherwise indicated. Strategy-level information may differ from vehicle-specific information. Not all vehicles are available in all locations and may be offered through affiliates of Manulife Investment Management.


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