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Insights & Manager Commentary

by Craig Love, on August 10, 2023

AI Fueled Exuberance Leads Market Rally The equity market in the first half of 2023 was dominated by 7 stocks that were all mega-cap technology stocks. These 7 stocks drove …

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Topics:Manager CommentaryBrookmont

by Craig Love, on February 28, 2023

Timing the Market is a Near Impossible Task Timing the equity market is a near-impossible task for investors. Even missing the best 10 days in the stock market can significantly …

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Topics:Manager CommentaryBrookmont

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 …

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Topics:Manager CommentaryBrookmont

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 …

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Topics:Manager CommentaryBrookmont