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 3/31/2020. 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.
Companies with different beta (volatility) characteristics
Most recent strategy returns, key statistics, exposures and holdings related data.
Overview of our investment universe, philosophy, process and portfolio characteristics.
Comprehensive analysis of returns and various performance-related statics since inception.
Recent Quarterly Commentary
Despite the backdrop of record volatility, the Brentview Dividend Growth strategy outperformed the S&P 500, our primary index in the first quarter of 2020. On a gross basis our Dividend Growth strategy returned -18.25% vs. the S&P 500 total return of -19.60%. The year started out with typical seasonal strength as the month of January has historically been positive. Ultimately the otherwise complacent stock market was shaken as volatility surged as the quarter progressed. During the month of March, data shared from global health organizations underscored the quick spread of the COVID-19 virus. This news understandably caused concern among investors and equity markets responded with the highest measured volatility for the S&P 500 since 1928 as seen in (Chart1). We are grateful that our portfolio is constructed and designed with risk management in mind. During the month of March alone the Dividend Growth strategy had a gross return of -10.88% vs. -12.35% for the S&P 500. Ultimately our investment philosophy of “bend but don’t break” has designed a portfolio that drove our quarterly outperformance during the most stressed month in history.
Brentview Investment Management is a boutique with a singular focus on dividend growth investing.
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.