The Brentview Dividend Growth strategy invests in broadly-diversified mid- to large-capitalization equities of well-run companies that exhibit a commitment to sustainable and growing dividends. We believe that the dividend growth segment of the market provides a unique universe of companies that have attractive risk/reward attributes. Our conviction-based portfolios are built on an investment philosophy which incorporates three key investment beliefs. |
Dividends represent a significant proportion of the total return for shareholders of the investment time horizon.
The Brentview Dividend Growth strategy seeks to achieve a portfolio yield equal to, or greater than, the S&P 500 index.
Companies with consistent dividend growth tend to be well run businesses that focus on generating results for shareholders.
The Brentview Dividend Growth strategy seeks to achieve a higher dividend growth rate than the S&P 500 index.
Minimizing portfolio volatility and providing downside protection are essential to generating superior risk-adjusted returns for our clients.
The Brentview Dividend Growth strategy seeks to achieve a portfolio with lower beta than the S&P 500 index.
Visit our Glossary of Terms page for definitions and additional information.
For more information on the Brentview Dividend Growth Strategy Philosophy and Process, please view our Investor Presentation.
Brentview’s total return approach seeks to emphasize performance consistency.
To achieve this outcome we broadly diversify the portfolio across:
Overview of our investment universe, philosophy, process and portfolio characteristics.
Brentview Investment Management is a certified minority business enterprise investment boutique with a singular focus on dividend growth investing.
One Northfield Plaza
Suite 522
Northfield, IL 60093
Phone: (312) 283-4450
E-Mail: info@brentviewim.com
Everything on this website is provided for informational purposes ONLY. Nothing herein should be construed as financial advice or a solicitation to purchase or sell any product or security. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Please contact your investment professional, legal or tax advisor prior to making any investment decisions as not all strategies are suitable for all investors. Brentview is a registered trademark.