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.
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.