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
Qualitative Analysis
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.
Financial Analysis
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.
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