Fundamental research determines our portfolio holdings that are best positioned for total return potential. Companies that meet our criteria have demonstrated operating consistency, attractive fundamentals, and reasonable valuations.
Our equity analysts follow a repeatable three step process to identify these companies:
Investment Selection Process
Our research team evaluates various qualitative factors such as the company's commitment to dividends, the overall competitive advantage of the business and management's ability to consistently generate earnings growth.
Our research team generates proprietary estimates of future revenue and earnings growth, evaluates balance sheet strength and the potential for free cash flow generation and dividend sustainability and growth.
Valuation & Risk Analysis
Our research team determines sector appropriate valuation & risk metrics and incorporates these factors into our proprietary financial models to assess relative risk/reward.
For more information on the Brentview Dividend Growth Strategy Philosophy and Process, 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.
In the fourth quarter, our strategy underperformed the S&P 500, our primary index, returning 7.6% vs. 9.1% for the index. For 2019, our strategy outperformed the index by 260 basis points, returning 34.1% vs. 31.5% for the index. Ultimately 2019 was the best performing year for the S&P 500 index since 2013. Progress towards a China and USA “skinny” trade deal encouraged investors to take on more risk and that became more evident as the quarter progressed. The Federal Reserve earlier in the quarter lowered the Federal Funds rate target to 1.50%-1.75% as the trade wars fears began to impact the economy. As time passed, yield curve inversion fears seemed to fade into the rear-view mirror and even cracks in the overnight Repo markets went unnoticed.
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.