Dividend Growth Strategy

Strategy Performance

The Brentview Dividend Growth strategy seeks to outperform the benchmark, with additional downside protection, while experiencing less volatility
through a broadly diversified portfolio.

For more statistical information on the Brentview Dividend Growth Strategy Performance, please view our Analytics Report.

Analytics Report

 

Annualized Returns

 

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As of 12/31/2021. Returns greater than 1 year are annualized.

For more statistical information on the Brentview Dividend Growth Strategy Performance, please view our Analytics Report.

Analytics Report


Performance figures prior to June 1, 2019 are based on an actual account managed at a prior firm. Figures from June 1, 2019 to present are based on a composite performance of all accounts at this firm. NET returns are shown net of the management fees and transaction costs within the accounts. NET returns are calculated by deducting the highest applicable annual management fee of 0.50% from GROSS returns applied monthly. Not all accounts pay the same management fees. GROSS returns are provided for INFORMATIONAL PURPOSES ONLY. Actual fees, costs and performance may vary depending on many factors.

Brentview Investment Management, LLC is an independent registered investment adviser. Brentview Investment Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®).

To receive a GIPS® compliant presentation please visit the Brentview GIPS® Page

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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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