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Dundas Partners LLP
Dundas Partners LLP (operating as Dundas Global Investors) is an employee-owned investment management firm headquartered in Edinburgh, United Kingdom, at 41 Northumberland St, EH3 6JA. Founded in 2010, the firm specializes in global equities, focusing on a dividend growth strategy for long-term total return. It serves professional investors and institutions worldwide with a team of around 8 employees.
Investment Strategy
Dundas Partners LLP pursues a global equities investment strategy centered on the philosophy that consistent dividend growth is the main driver of superior long-term returns. The firm undertakes independent, in-house research with a generalist approach, focusing on finding companies able to consistently grow their profits and dividends over time. They build concentrated, high-conviction portfolios by investing in businesses with robust cash flows, prudent capital allocation, and sound corporate governance. The team is aligned with clients by personally investing alongside them, holding positions patiently to harness the compounding effects of dividend growth.
Latest 13F Filing Activity
Dundas Partners LLP filed their most recent 13F report on Jun 30, 2025 disclosing 49 equity positions with a total 13F market value of $1B. The fund increased holdings in Applied Indl Technologies in, Microsoft Corp., Amphenol Corp. New among other positions. Dundas Partners LLP reduced exposure to Automatic Data Processing Inc., Apple Inc., Nordson Corp. among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.45% | $92.8M | 186,468 | $176.35 | $497.41 | +$22.8M |
W WRB | WR BERKLEY CORP | 5.74% | $82.5M | 1,123,310 | $38.08 | $73.47 | +$2.6M |
G GWW | WW GRAINGER INC | 5.33% | $76.6M | 73,650 | $370.25 | $1040.24 | +$3.9M |
T TSM | TAIWAN SEMICONDUCTOR SP ADR | 4.45% | $64.0M | 282,445 | $58.32 | $226.49 | +$16.0M |
V V | VISA INC CLASS A SHARES | 4.32% | $62.1M | 175,029 | $222.83 | $355.05 | +$803.4K |
Industry Allocation
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