SGDJ: The Sector That Promises Everything But Delivers Nothing

Investment Strategy - The investor adopts a global approach to identify undervalued companies that provide a significant margin of safety, leading to attractive dividend yields and returns [1] - Focus is placed on companies that are well understood and can be reasonably assessed for future growth potential [1] Valuation Metrics - The investor shows particular enthusiasm for companies with a solid earnings track record that are trading at less than 8 times free cash flow [1]