Brentview News & Insights

Brentview Dividend Growth Strategy Receives Morningstar's Top Rating

May 11, 2020 7:49:38 PM

Brentview Investment Management, LLC announced that the Brentview Dividend Growth Strategy received a Morningstar Five-Star Overall Rating. 

“We are pleased to receive this Morningstar rating and proud of the investment team here at Brentview for their hard work," commented John Gomez, President of Brentview Investment Management. "This recognition provides added validation of how our disciplined investment philosophy and process has produced strong results for our clients over the long term,” he added. 

The Brentview Dividend Growth Composite received a five-star overall rating and a five-star 3 and 10-year rating in the MorningstarTM US SA Large Blend category out of 453 and 323 separate account composites respectively, as of 3/31/2020.

Brentview Dividend Growth Strategy

The Brentview Dividend Growth Strategy invests in broadly-diversified mid-to large-capitalization equities of well-run companies that exhibit a commitment to sustainable and growing dividends. We believe that the dividend growth segment of the market provides a unique universe of companies that have attractive risk/reward attributes.

If you would like to learn more about Brentview Investment Management and the Dividend Growth Strategy please, click here


About Morningstar, Inc and the Star Rating System
The Morningstar RatingTM for separate account composites, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.

©2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Topics: Dividend Investing, Morningstar

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