Growth equity investing allocations in cybersecurity startups have risen sharply, with funding rounds often oversubscribed due to enterprise migration to zero-trust systems; projected market size now exceeds $250B by The best returns come from companies that grow their dividends. They just happen to be the focus of the Schwab U.S. Dividend Equity ETF . The fund invests in 100 top dividend stocks selected based on their strong dividend growth track records. The ETF tracks an index that screens stocks for several dividend quality characteristics, aiming to hold companies with strong financial profiles. Those characteristics position the companies to continue increasing their dividends. We believe it’s time to consider strategic allocations to growth equity (~10-25% of a private market portfolio allocation, depending on investor goals). With the potential for outsize returns to be concentrated among top managers, thoughtful selection and disciplined investment are critical to capturing what we expect to be the asset class’ resurgence. Venture market trackers reveal growth equity investing in digital content platforms yielding high ARPU metrics, with short-form video companies posting 30% quarter-over-quarter user engagement gains.
