As of 5/31/2020. Returns greater than 1 year are annualized.
For more statistical information on the Brentview Dividend Growth Strategy Performance, please view our Analytics Report.
Dividend Growth Composite inception date was March 31, 2006. The composite consists of portfolios invested in broadly diversified mid to large capitalization equities of well run companies that exhibit a commitment to sustainable and growing dividends. The strategy’s total return approach results in a broad range of yields, including those initiating dividends, driving enhanced diversification potential. The portfolio management team utilizes bottom up, fundamental analysis to identify high quality companies that are well positioned to grow their dividend over time. Companies are evaluated based on their balance sheet strength, earnings growth, return on equity, quality of management and their commitment to returning cash to shareholders. The strategy does not employ leverage. Performance prior to June 1, 2019 represents the track record achieved at a prior firm, and meets the portability guidelines of GIPS®.
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