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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. Our two strategies feature high-quality biased, high conviction portfolios and the Firm’s edge: “judgment backed by experience.” Importantly, our firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. |
Large Cap Dividend GrowthA long-only, total-return focused, large-cap core equity strategy invested exclusively in the stocks of companies with a history of consistent annual dividend increases to build a diversified, high-conviction portfolio of 25-35 stocks with a higher than average current yield and growing streams of income over time. OUR STRATEGY |
Small Cap GrowthA long-only, capital appreciation focused, small cap growth equity strategy invested exclusively in companies displaying profitability to build a diversified, high-conviction portfolio of 45-55 stocks with market capitalizations generally between $200 million and $7 billion. OUR STRATEGY |