Dividend Growth Strategy

Strategy Overview

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.

 

Investment Philosophy

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Invest Solely in Dividend Payers

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.

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Focus on Quality Companies

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.

Risk

Implement Risk Controls

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.

Investor Presentation
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2006

Strategy Inception

11.9%

Annualized Return (gross)

0.90

Beta vs S&P 500

2.28

Alpha vs S&P 500

Brentview Dividend Growth Strategy Materials

Brentview’s total return approach seeks to emphasize performance consistency.

To achieve this outcome we broadly diversify the portfolio across:

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Fact Sheet

Most recent strategy returns, key statistics, exposures and holdings related data.

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Investor Presentation

Overview of our investment universe, philosophy, process and portfolio characteristics.

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Performance Analytics

Comprehensive analysis of returns and various performance-related statics since inception.

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