As of 9/30/2023. 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.
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® compliant presentation please visit the Brentview GIPS® Page