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DISCIPLINE. |
Campbell Newman specializes in Large Cap Dividend Growth and Small Cap Growth investing. Our time-tested investment process is based on discipline, judgement and results.
ABOUT US
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Large Cap Dividend GrowthDesigned to provide upside participation and downside protection, this strategy focuses on companies with a history of annual dividend increases and higher than average current yields. OUR STRATEGY |
Small Cap GrowthDesigned to consistently outperform the Russell 2000 Growth Index over rolling three-year periods at lower levels of risk, as defined by standard deviation of returns. The strategy is intended for investors who are seeking long-term capital appreciation by investing in a portfolio of high-quality growth companies with market capitalizations typically between $200 million and $7 billion. OUR STRATEGY |
Bottom-up Stock SelectionOur team of portfolio managers/analysts select stocks on a bottom-up basis. The Large Cap Dividend Growth portfolio is benchmarked against the S&P 500 Index, actively managed and concentrated, with between 25 to 35 stocks. The Small Cap Growth portfolio is benchmarked against the Russell 2000 Growth Index, actively managed and concentrated, with between 45 to 55 stocks. WHY ACTIVE MANAGEMENT? |