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.
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.
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.