Background 2 NEW

 

Insights & Manager Commentary

by Craig Love, on November 14, 2022

Geopolitics: The 20th National Congress of the Chinese Communist Party closed on October 22 with the coronation of President Xi Jinping as the nation’s ruler. From 1982 to 2018, the …

Read More
Topics:Manager Commentary

by Craig Love, on October 19, 2022

Brookmont Dividend Growth Portfolio Commentary The button below will take you to Brookmont Capital's Third Quarter Market Outlook where we discuss: Labor Market dictating Federal Reserve Policy Current Valuations are …

Read More
Topics:Manager Commentary

by Craig Love, on October 14, 2022

Monetary tightening and tough talk from the Fed continue to cause market volatility. In an attempt to quell unacceptably high inflation, the Federal Reserve is pushing rate hikes at the …

Read More
Topics:Manager CommentaryChurchill

by Craig Love, on October 11, 2022

There is an old Chinese proverb that states, “There are many paths up the mountain,” which simply means there is more than one way to achieve your goals. This is …

Read More
Topics:Manager Commentary

by Craig Love, on October 06, 2022

Brookmont Dividend Growth Strategy Performance through 09/30/20 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 …

Read More
Topics:Manager CommentaryBrookmont

by Craig Love, on September 28, 2022

Kensington Brief: A Quantitative Approach There is an old Chinese proverb that states, “There are many paths up the mountain,” which simply means there is more than one way to …

Read More
Topics:Manager CommentaryKensington

by Craig Love, on September 19, 2022

Monthly Market Commentary: August 2022 in Review Geopolitics: Tensions between Russia and the West ratcheted up significantly in August as Russia completely shut down the Nord Stream 1 pipeline and …

Read More
Topics:Manager CommentaryKensington

by Craig Love, on September 15, 2022

When will inflation be tamed? That is the question that has markets jumping up and down over hopes that it will be sooner and fears that it will be later …

Read More
Topics:Manager CommentaryChurchill

by Craig Love, on September 14, 2022

Are the alternatives to equities viable, and what securities are best positioned in this environment? With sustained inflation and rising rates, bonds and cash do not provide an attractive investment …

Read More
Topics:Manager CommentaryBrookmont

by Craig Love, on August 23, 2022

behavioral ADVISOR Bear Market Rally or New Bull Market? Investors wonder about the current bear market and want to know if we are “out of the woods” or if there …

Read More
Topics:Manager Commentary