Portfolio shares: A founder-led AIM dividend stock

Roland Head -

This week I'm returning to my portfolio shares series to introduce an AIM stock from my quality dividend model portfolio.

The company concerned has many of the hallmarks I associate with the best type of AIM company:

  • Owner management with significant shareholding
  • High profit margins and returns on capital
  • Very strong balance sheet
  • Excellent cash generation
  • Progressive dividend policy
  • Somewhat of a defensive moat

In case you start thinking I've found the perfect stock, I should also say that the company's product portfolio depends quite heavily on a single core offering. I might also argue that there's some uncertainty around future growth prospects.

I hold the shares personally and in the model dividend portfolio I run on this site.

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