In this podcast episode, the focus is on shareholder yield and its importance for investors. It explains how shareholder yield combines dividends and share buybacks to assess a company's financial health. Meb Faber shares insights into the evolution of shareholder returns since the 1980s, providing strong evidence that strategies centered on shareholder yield have consistently outperformed traditional dividend approaches across different market sizes and regions. He wraps up by discussing the type of investors drawn to shareholder yield ETFs, emphasizing the quality and reliability of companies that prioritize returning capital to their shareholders.
