Brent is derived from a Celtic word which means "elevated." As a long-term investor, an elevated view may be achieved through fundamental research, thereby providing greater perspective and insight into each company. Brentview was founded on the timeless principle of utilizing fundamental research to determine our portfolio holdings.
Brentview Investment Management, LLC is a boutique money manager and certified minority business enterprise. Brentview’s three founding partners have maintained a singular focus on dividend growth investing, which extends from their collective experience at their prior firm Santa Barbara Asset Management.
Brentview is employee owned and our partners invest their personal assets in our dividend growth strategies. In this way, our commitment to our clients extends beyond words.
Mr. Gomez is the founder of Brentview Investment Management, LLC. Previously, Mr. Gomez was at Santa Barbara Asset Management where he initially served as a Client Portfolio Advisor and ultimately became the firm’s President in 2015. Prior to joining Santa Barbara, Mr. Gomez was a Relationship Manager with ING Investment Management. At ING, he serviced institutional clients in the Midwest across the Corporate, Foundation/Endowment, Public Fund and Taft-Hartley markets. Preceding this, Mr. Gomez was a Regional Director with Alliance Capital servicing Regional Broker Dealers and Registered Investment Advisers. Prior to this, Mr. Gomez worked with John Nuveen & Company where he was one of the founding members of Nuveen’s managed account group, Nuveen Private Investment Management. Mr. Gomez received a B.A. in Finance and an MBA in Financial Derivatives from Loyola University Chicago.
James R. Boothe, CFA
CIO, Portfolio Manager
Mr. Boothe joined Brentview Investment Management as Chief Investment Officer and Portfolio Manager. Previously, Mr. Boothe was at Santa Barbara Asset Management where he was the Chief Investment Officer and creator of the flagship Dividend Growth strategy which began in 2004. Mr. Boothe also served as the sole portfolio manager across the suite of Dividend Growth strategies. Prior to joining Santa Barbara, Mr. Boothe was a Portfolio Manager and an Industrials Analyst at USAA. Preceding this, he worked at San Juan Asset Management as a Portfolio Manager and Analyst. He has also published a series of institutional research papers on dividend stocks. Mr. Boothe received a B.B.A. from Kent State University and an M.B.A. in Finance from Loyola Marymount University. Mr. Boothe holds the Chartered Financial Analyst designation.
Mr. Vu joined Brentview Investment Management as Director of Research and Portfolio Manager. Previously, Mr. Vu was at Santa Barbara Asset Management where he was the Director of Research and Equity Research Analyst. Prior to Santa Barbara, Mr. Vu was Vice President and Equity Analyst at Jefferies & Co., following a universe of banks, thrifts, market makers and traders. Preceding this, he worked as a fixed income Quantitative Analyst at Western Asset Management and Transamerica Asset Management. Mr. Vu received a B.S. in Mathematics from California State East Bay and his Ph.D. in Applied Mathematics from UCLA. Mr. Vu holds the CFA Institute Chartered Financial Analyst designation.
The Brentview strategy has generated attractive risk-adjusted returns since its inception in March 2006.
While many dividend strategies are solely focused on maximizing yield, Brentview seeks to balance sector exposure, dividend growth rate, yield, and company beta as a means generate greater absolute and risk-adjusted returns, with more consistency than other dividend strategies.
Overview of our investment universe, philosophy, process and portfolio characteristics.