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Value Isn't What It Used To Be

In the first six weeks of 2026, the WisdomTree U.S. High Dividend Fund opened a greater than 10% performance gap versus the S&P 500, suggesting leadership may be rotating away from concentrated mega-cap growth and toward higher-yielding dividend payers. As many traditional value benchmarks now hold large weights in mega-cap technology, DHS remains distinctly positioned in energy, telecom, pharmaceuticals and other…

Seeking Alpha • Mar 2, 2026
Jefferies cuts Derwent London to 'underperform' as its core business model runs out of road

The West End office developer is selling £1 billion of assets and promising 30% earnings growth by 2030, but analysts argue the strategy that made Derwent's reputation no longer works Derwent London PLC (AIM:DLN) has a problem that a disposal programme and long-dated earnings guidance cannot easily fix. Jefferies downgraded the REIT to underperform on Thursday, cutting its price target from 1,820p to 1,550p, a level…

Proactive Investors • Feb 27, 2026
Dividend Investing Beyond Yield: Why DLN Fits SCHD's Philosophy With More Growth

WisdomTree U.S. LargeCap Dividend Fund ETF (DLN) offers a compelling alternative to SCHD for dividend investors seeking growth participation without sacrificing defensiveness. DLN's methodology favors absolute dividend dollars and broader sector exposure, enabling greater upside in growth regimes and resilience during drawdowns. DLN's tech-heavy allocation, focused on cash-rich mega caps, positions it to benefit…

Seeking Alpha • Jan 12, 2026

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