The Brentview Dividend Growth strategy seeks to outperform the benchmark, with additional downside protection, while experiencing less volatility For more statistical information on the Brentview Dividend Growth Strategy Performance, please view our Analytics Report. |
Annualized Returns
As of 12/31/2024. Returns greater than 1 year are annualized.
For more statistical information on the Brentview Dividend Growth Strategy Performance, please view our Analytics Report.
The U.S. Dollar is the currency used to express performance. Performance figures prior to June 1, 2019 represents a pooled fund managed by the portfolio manager in the same strategy as the Dividend Growth Composite at a prior firm. This performance conforms with the portability requirements of GIPS. 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. Past performance of the strategy is no guarantee as to its performance in the future.
Brentview Investment Management, LLC is an independent registered investment adviser. Brentview Investment Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
To receive a GIPS® report please visit the Brentview GIPS® Page
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.