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Bahl & Gaynor Large Cap Quality Growth Strategy
now available on the Sawtooth platform.
Founded in 1990, Bahl & Gaynor Investment Counsel is a Cincinnati-based, employee-owned firm managing/advising $36.3 billion in assets. The firm’s two founding principals, Bill Bahl and Vere Gaynor formed Bahl & Gaynor with the vision of creating an investment firm fully committed to dividend growth investing.
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Differentiate Yourself. AAM seeks to partner with boutique and institutional asset managers with distinctive, value-added strategies and strong track records. Our selection process is designed to uncover managers that have little to no presence in the retail space, but have a wealth of capabilities, experience, and a strong history of managing assets.
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Bahl & Gaynor Large Cap Quality Growth
Seeks Current and Accelerated Income Growth,
Downside Protection and Price Appreciation
Profile I Presentation
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A consistent, repeatable process aims to provide current income and accelerated income growth with an emphasis on reducing volatility and generating a strong risk/reward profile. |
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Fundamental analysis seeks to uncover dominant companies with a clear competitive advantage, shareholder-friendly management, and large insider ownership that have also exhibited consistent growth characteristics. |
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Emphasizes stocks with strong historical earnings and dividend growth. |
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Low turnover portfolios will generally be diversified among 45 to 55 equities with each security typically held for three to five years. |
For more information on AAM or the Bahl & Gaynor Large Cap Quality Growth Strategy,
contact us at 886.606.7220 or visit aamlive.com. |
| Let’s Talk. Contact Rich at 952-831-0039 ext 9 |
| FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
Investing involves risk, including the potential loss of principal.
Seperately Managed Accounts: Each account will be managed on an individual basis and will have variations. Investment returns and principal value will fluctuate and there can be no assurance that the strategy’s objective will be achieved. Refer to Bahl & Gaynor Investment Counsel’s ADV and strategy fact card for full details regarding the strategy, objective, fees, risks and additional details about the advisor and strategy.
AAM acts as a third-party marketing agent of the Bahl & Gaynor Large Cap Quality Strategy and does not act as an investment advisor to the strategy.
Links to third-party website and presentation are included as a convenience to the user. AAM assumes no responsibility for the content of the linked materials. The fact that such link exists does not indicate approval or endorsement of any material contained in the presentation.
Advisors Asset Management, Inc. (AAM) is an SEC-registered investment advisor and member FINRA/SIPC.
18925 Base Camp Road | Monument, CO 80132 | www.aamlive.com | CRN: 2020-0914-8573 B |
