Is SAP set for a comeback?
CresAlta CIO, Josh Stevens, joined Lindsay Biscaia on BNN Bloomberg’s “Hot Picks” segment on July 30th to discuss how CresAlta is navigating today’s market through a value-oriented dividend framework.
With AI-related investments continuing to dominate headlines and market performance, we believe dividend-paying businesses deserve a fresh look as investors seek diversification. Josh discussed CresAlta’s approach of balancing:
• Steady dividend payers that can provide resilience during periods of market volatility
• Dividend growers with durable earnings and long-term shareholder return potential
• Out-of-favor companies where market uncertainty may be creating compelling opportunities
Rather than chasing market leadership, CresAlta’s process focuses on identifying where we are in the business cycle and positioning portfolios accordingly.
Thank you to BNN Bloomberg for having Josh on the program.
Watch the segment here.
Holdings are as of 7/30/2026 and are subject to change. For standardized performance and most recent holdings, visit CVGD and CVSM. The funds launched on 5/18/2026 and have a limited operating history.