History

Campbell Newman was founded in 1977 and has long been known as a high-quality growth stock manager. Our current management and investment staff has been in place since 2003. While the firm has successfully transitioned management and ownership to its second generation, the Campbell Newman name was retained in honor of company founders, Leonard Campbell, Jr. and Raymond F. Newman.

Today, Campbell Newman provides separate account equity portfolio management services to a variety of taxable and tax-exempt clients, including Taft-Hartley funds, public funds, pensions, foundations and private clients. We offer a focused product line of two equity products: Large Cap Dividend Growth and Small Cap Growth. Both products utilize the same bottom-up driven research process. The products are differentiated by the screening criteria used to define each strategy’s research universe, the indices to which their investment performance is benchmarked and the characteristics of the portfolios.