ABOUT
D1 Research carries out in-depth, bottom-up investment research with primary focus on companies’ dividend strategy and outlook. Our aim is to provide our clients with the most sophisticated, risk adjusted view on dividend expectations as a major input into investment decision making. Our research is particularly applicable to investors with a dividend focused investment approach.
Research Approach
We employ a multi-faceted research framework placing companies’ financial outlook within specific risk scenarios to derive our expectations around future dividend payments. We pay particular attention to cash flow and balance sheet considerations while staying close to management intentions regarding capital allocation and broader trends around usage of dividends within a sector context.
Origin
D1 Research was founded in 2024 by Benjamin Peters, previously Managing Director at Wellington Management with responsibilities in Equity Analysis and Portfolio Management. Attracted by the growing relevance of dividends, D1 Research was set up to provide a dedicated service offer for institutions who value dividends as a key component of their overall investment approach.
