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.

 

Annualized Returns (gross)

Annualized Standard Deviation (gross)

As of 12/31/2019. 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

 

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

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2006

STRATEGY INCEPTION

10.9%

ANNUALIZED RETURN (GROSS)

0.86

BETA VS S&P 500

2.3%

PORTFOLIO YIELD

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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Q419 Commentary

In the fourth quarter, our strategy underperformed the S&P 500, our primary index, returning 7.6% vs. 9.1% for the index. For 2019, our strategy outperformed the index by 260 basis points, returning 34.1% vs. 31.5% for the index. Ultimately 2019 was the best performing year for the S&P 500 index since 2013. Progress towards a China and USA “skinny” trade deal encouraged investors to take on more risk and that became more evident as the quarter progressed. The Federal Reserve earlier in the quarter lowered the Federal Funds rate target to 1.50%-1.75% as the trade wars fears began to impact the economy. As time passed, yield curve inversion fears seemed to fade into the rear-view mirror and even cracks in the overnight Repo markets went unnoticed.

 

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