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Quality Dividend Growth Investing

Proven Process | Consistent Outcomes | Singular Focus

Strategy Overview
News & Insights

Focus on Quality Companies

Companies with consistent dividend growth tend to be well run businesses that focus on generating results for their shareholders

Implement Risk Controls

Minimizing portfolio volatility and providing downside protection are essential to generating superior risk-adjusted returns for our clients

Solely Invest in Dividend Payers

Dividends represent a significant proportion of total return for shareholders over the investment time horizon

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Brentview Announces Launch

John Gomez, former President of Nuveen affiliate Santa Barbara Asset Management, launched investment boutique Brentview Investment Management in June 2019. James Boothe,  who most recently served as CIO at Santa Barbara and was the sole Portfolio Manager for all the firm’s strategies, including the Dividend Growth Strategy that he developed in 2004, joined Brentview as CIO and Portfolio Manager along with Hai Vu, former Director of Research at Santa Barbara.

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Q4 2019 Portfolio Commentary

In the fourth quarter, our strategy underperformed the S&P 500, our primary index, returning 7.6% vs. 9.1% for the index. For 2019, our strategy outperformed the index by 260 basis points, returning 34.1% vs. 31.5% for the index. Ultimately 2019 was the best performing year for the S&P 500 index since 2013. Progress towards a China and USA “skinny” trade deal encouraged investors to take on more risk and that became more evident as the quarter progressed. The Federal Reserve earlier in the quarter lowered the Federal Funds rate target to 1.50%-1.75% as the trade wars fears began to impact the economy. As time passed, yield curve inversion fears seemed to fade into the rear-view mirror and even cracks in the overnight Repo markets went unnoticed.

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