Welcome to the Dividing Cafe weekly market commentary focused on dividends in your portfolio

and dividends in your understanding of economic life.

Well, hello and welcome to this week's Dividing Cafe. I am David Bonson. I am the managing

partner of the Bonson Group. I am sitting in our conference room

in New York City and I am excited to talk to you today about something that I think is a very

interesting topic for all investors and it has to do with the way investors think about what they're trying to get done and the

way money managers, portfolio managers, and even financial advisors think about what they're trying

to get done.

After I get done kind of going through this topic, there's a couple other supplemental things we may have time to cover a little bit.

As always, I want to direct you to dividendcafe.com for the written version, where the charts are and where my real passion of the written word can be found.

But I continue to do this video and podcast because I know

that it is a preferred method of delivery for many of you, even though I have a face for radio.

Okay. I had a rendezvous yesterday with a money manager I've lived for about 15 years, who is a very prominent

growth manager from his old firm. He's now left and started his own firm. And we use them at

the Bonson Group for emerging markets growth investing, which is a strategy we implore within what we call

our growth enhancement sleeve.

He manages many, many billions of dollars outside of emerging markets growth, including

U.S. and international and developed, just general global growth. That's their specialty.

But there was a small gathering of a few portfolio managers, investment professionals and whatnot

here in Midtown Manhattan yesterday. And we just did a little roundtable discussion.

And the reason I tee it up this way is because there was a question asked that

perfectly encapsulated something that I feel so strongly about. And so I want to set the

...