COVID-19 Update

Campbell Newman has developed a COVID-19 Policy.  Our main focus is to protect our employees and provide new guidelines adopted to address this growing health concern.  The Policy lays out a number of steps that employees can take to avoid the virus and prevent spread within our company and community. The Policy also includes newly adopted office guidelines (effective immediately and in place until at least April 5), such as:

  • Work from home as much as your workload allows.
  • Work from home when you are feeling ill.
  • Let your supervisor know if you may have trouble meeting any deadlines because you are ill or quarantined at home.
  • Limit your travel and reschedule any personal travel until after the threat of COVID-19 is over.
  • Minimize meetings – try to schedule meetings via conference call.  This includes meetings inside and outside the office.
  • Avoid attending conferences.

Additionally, our Business Continuity/Disaster Recovery Plan (BCP), which has been in place for many years, was designed to reasonably ensure the company’s essential business functions remain uninterrupted or are quickly restored in the event of a disaster, including but not limited to a fire, flood, theft, tornado, pandemic outbreak, cyberattack or other technological issue.  The Plan addresses core employee responsibilities, client and business contact communications, site relocation and technology matters.

Having a comprehensive BCP has allowed Campbell Newman to quickly and seamlessly implement aspects of our COVID-19 Policy, such as employees working remotely from home using CN equipment with a secure VPN to access all systems. 

Please let us know if you have any questions, comments or concerns. Thank you for your continued consideration of Campbell Newman. 

The Campbell Newman Team

During times of uncertainty in the market, we believe it is important to remind clients that our investment team consists of three time-tested portfolio managers/analysts, Mary Brown, CFA, Rimas Milaitis and Tom Bolgert, CFA.  Each has over 30 years of experience in bottom-up research, stock selection and portfolio construction and have worked together at Campbell Newman for 15 years. 

As important, this is the team that created the Large Cap Dividend Growth strategy in 2003, successfully managed it through a multitude of market environments by adhering to our discipline and built its performance record.  This current market environment is no exception, as we will continue to adhere to our bottom-up investment philosophy and stock selection process.

With its inception in 2014, the Small Cap Growth strategy does not have as long of a performance record to refer to. However, like Large Cap Dividend Growth, the team who created it continues to manage it consistent with the disciplined investment process and philosophy it was founded upon.