Dundas Global Investors manages equity portfolios for clients in the United States, Australia, New Zealand, and the United Kingdom. They use a dividend-disciplined growth investment approach across three strategies: Global, International, and Global Smaller Companies. Dundas aims to achieve real growth after inflation in both dividends and capital for the portfolios they manage, focusing on companies that reinvest profits for future growth and have good capital allocation.
Assets Under Management$2.5B
Clients14
AdvisorsN/A
Avg. per Client$180M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250.0M | 0.40% |
| $250.0M - $500.0M | 0.30% |
| $500M+ | 0.25% |
These fees apply to the Global, International, and International ADR strategies. The Global Smaller Companies strategy has a flat fee of 0.60%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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