Dividend Growth Strategy

Strategy Portfolio

The Brentview Dividend Growth strategy utilizes fundamental research to determine our holdings. Our conviction based portfolio seeks to emphasize performance consistency and is comprised of companies across style and market capitalization while mandating that all sectors have representation.  

 

Sector Exposure

 

 

 

 

 

 

 

 

 

 

 

                                                                                                                       

As of 3/31/2023. Portfolio Style and Sector data according to Morningstar® 

For more information on the Brentview Dividend Growth Strategy Portfolio Characteristics & Guidelines, please view our Investor Presentation.

Investor Presentation

Important Disclosures

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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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