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Insights & Manager Commentary

Brookmont: Brookmont Capital Strategies' Performance

by Craig Love, on October 06, 2022

Brookmont Dividend Growth Strategy 

Performance through 09/30/20

DGS Performance Table 9.30.2022
Performance through 09/30/2022
 
Brookmont Dividend Growth Presentation 
 
Brookmont Dividend Growth Strategy
 
The Brookmont Dividend Growth Strategy outperformed the Russell 1000 Value by 0.11% through the first 3 quarters of 2022.
 
The 1-year, 3-year, and 5-year Attribution numbers and list of Holdings are available upon request. 
 

Brookmont Quality Growth Strategy 

Performance through 09/30/20

QGS Performance Table 9.30.2022

Brookmont Quality Growth Presentation

Brookmont Quality Growth Fact Sheet

The Brookmont Quality Growth Strategy outperformed the Russell 1000 by 4.11% through the first 3 quarters of 2022. 

Brookmont Core Dividend Strategy 

Performance through 09/30/2022CDS Performance Table 9.30.22QGS Cropped

Brookmont Core Dividend Presentation

Brookmont Core Dividend Fact Sheet

The Brookmont Core Dividend Strategy trailed the Russell 1000 Value by 0.70% through the first 3 quarters of 2022. 

 

Source: Brookmont Capital Management

** This report is meant to inform the reader of our current market opinion, which we, as professional money managers, use in our decision-making. It should be noted that stock market and bond market data are subject to varying interpretations and any one interpretation will not necessarily guarantee investment success. The information obtained from the sources specified herein and used as basis for our current market opinion is believed reliable, but we do not guarantee the accuracy of such information.

Topics:Manager CommentaryBrookmont