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Specialist asset managers that focus on a particular niche can build durable franchises and, when run with capital discipline, reward shareholders with generous dividends. City of London Investment Group (LSE:CLIG), a specialist manager known for investing in closed-end funds and emerging markets, has long …

Technology staffing and consulting can be a high-margin, cash-generative business when demand for skilled IT professionals is strong, and a challenging one when corporate hiring slows. FDM Group (LSE:FDM), a provider of skilled technology consultants through a distinctive train-and-deploy model, has experienced both sides. …

Key TakeawaysMobico Group (LSE: MCG), formerly National Express, is a major international public transport operator under a refreshed identity.Revised German rail contracts have brought renewed attention to the group's recovery prospects.The Spanish-based ALSA business and North American operations remain central to the wider portfolio.Debt …

This article examines how Gateley operates, why its dividend has caught the eye, and what income investors should weigh when assessing the durability of the payout. As ever, the relationship between earnings, cash flow and the dividend is the heart of the matter.

This article examines how FDM operates, why its yield has come into focus, and what income investors should weigh when assessing whether the dividend can be sustained through a downturn in hiring. For a people-based services business facing a cyclical slowdown, the analysis of …

This article examines how Gulf Keystone operates, why its yield has come into focus, and what income investors should weigh when assessing the durability of the payout. For a frontier oil producer, the analysis of cash generation, payment reliability, export arrangements and political risk …

This article examines how the trust works, why it has come into focus, and what a high yield genuinely tells income investors about a battery storage business. In a sector where revenue streams are still maturing, the analysis of where the income comes from, …