Feeding Dividends and Powering Growth—Teltscher’s Summer Moves
Why Rebecca Teltscher is doubling down on dividend-paying stocks in a high-risk, high-reward market

Canadian dividend stocks may not always command the headlines, but for seasoned portfolio managers like Rebecca Teltscher of Newhaven Asset Management, they remain an essential cornerstone in a strategy built for volatility, value, and long-term yield. Teltscher, known for her prudent approach to market cycles, isn’t buying into the euphoria that’s gripping the North American indices. Her latest top picks—NFI Group, Brookfield Renewable Partners, and Premium Brands—are rooted in sectors offering stability, government support, and defensible margins in uncertain times.
Despite the TSX, Nasdaq, and S&P 500 all reaching record highs, Teltscher isn’t fooled by what she calls “a wild ride.” The data, she argues, tells a different story beneath the surface. Retail sales are weakening, GDP is slipping into the red, consumer confidence is crumbling, and job growth is slowing. Pair that with geopolitical unease and an erratic trade policy landscape, and it’s clear why she’s leaning into dividend payers with strong cash flow, solid fundamentals, and staying power.
