Brentview News & Insights

Brentview Dividend Growth Added to Envestnet PMC Platform

Legacy dividend growth manager brings an experienced team and strategy from Santa Barbara Asset Management  
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Brentview Dividend Growth Strategy Receives Morningstar's Top Rating

Brentview Investment Management, LLC announced that the Brentview Dividend Growth Strategy received a Morningstar Five-Star Overall Rating. 
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Brentview Featured in U.S. News & World Report

Brentview's President was recently featured in U.S. News & World Report's: The Ultimate Guide to Dividend Stocks  
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Q1 2020 Portfolio 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.
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Q4 2019 Portfolio Commentary

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.
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Q3 2019 Portfolio Commentary

In the third quarter, our strategy outperformed the S&P500, our primary index, on a gross and preliminary basis by 330 basis points, returning 5% vs. 1.7% for the index. Year to date, again on a gross and preliminary basis our strategy is outperforming the index by 400 basis points, returning 24.6% vs.  20.6% for the index. With the recent shifts in valuation Brentview’s dividend growth portfolio positioned itself to take advantage of the current market environment. We trimmed select positions within communications services and real estate that had recently outperformed.  In addition, we increased our health care weighting by adding a new position that has an attractive dividend yield but also exposure to the pharmaceutical and biotech industries.
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This commentary reflects the views of the Brentview Investment Management and is subject to change as market and other conditions warrant. No forecasts are guaranteed. This commentary is provided for informational purposes only and is not an endorsement of any security, sector, or index. The commentary should not be seen as a solicitation or offer to buy or sell any securities. The advisor (Brentview Investment Management, LLC), and their employees and clients, may hold or trade the securities mentioned in this commentary. Diversification does not guarantee a profit or eliminate the risk of a loss.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS.