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DISCIPLINE. JUDGEMENT. RESULTS. |
Who We AreCampbell Newman is a 100% employee owned, boutique investment management firm serving institutional and high net worth clients. Its two strategies feature high-quality biased, high conviction portfolios and the Firm’s edge: “judgment backed by experience.” Importantly, the Firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. OUR FIRM |
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 |