Brentview News & Insights

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.