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Brookmont Capital Management Named Top Guns Manager by Informa Investment Solutions

Posted by WrapManager's Investment Policy Committee
March 1, 2018

2018Brookmont.pngBrookmont Capital Management has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest-running database of investment managers. The Brookmont Dividend Equity Strategy was ranked as the #1 US Large-Cap Value Manager, #3 US Large-Cap Manager, and #5 US Equity Manager for the 10-year performance of the Dividend Equity Strategy.

Learn more about the announcement, along with the  measurement criteria used to determine the ranking, below or download the complete announcement as a PDF.

"Brookmont is proud of its history in managing dividend-equity portfolios for individuals, advisors, public pension plans, and major investment firms. We are honored to be named as the #1 US Large-Cap Value Manager and #5 overall US Equity Manager during the past ten years." 

Brookmont Capital was named a Top Gun for its performance during the previous ten years. 

Manager of the Decade: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Morever, products must have returns greater than the style benchmark for the latest 10-year period and Standard Deviation less than the style benchmark for the latest ten-year period. At this point, the top-10 performers for the latest 10-year period become the PSN Top Guns of the Decade. 

The Brookmont Dividend Equity Strategy is comprised of dividend-paying equities that cut across many areas of the general market. Holdings include large and mid-cap stocks, domiciled in the US and abroad, and an allocation in value, core, and growth sectors. The Strategy follows a low turnover philosophy and investments are held through a full cycle or longer.

The criteria used to determine this ranking, is as follows.

Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the ten year period ending DECEMBER 31, 2017. Moreover, products must have returns greater than the style benchmark (The PSN Large Cap Value universe is comprised of 232 firms and 344 products) for the ten year period ending DECEMBER 31, 2017 and also Standard Deviation less than the style benchmark for the ten year period ending DECEMBER 31, 2017. At this point, the top ten performers for the latest 10 year period ending DECEMBER 31, 2017 become the PSN Top Guns Manager of the Decade.The content of the Investment Manager Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment using content or implied content from any Investment Manager Top Guns. The Investment Manager Top Guns is powered by PSN. PSN is an investment manager database and is a division of Informa Investment Solutions. 

Under no circumstances does the information contained within represent a recommendation to buy, hold or sell any security and it should not be assumed that the securities transactions or holdings discussed were or will prove to be profitable.

About Brookmont Capital Management: Founded in 2007, Brookmont Capital is an employee-owned registered investment advisor based in Dallas, Texas. Brookmont specializes in dividend equities and offers three distinct SMA portfolios through major brokerage companies, regional investment firms, and leading platforms. The firm also provides portfolio management services for individuals, tax-exempt organizations, and corporations. 

About Informa Investment Solutions: A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions, part of Informa Financial Intelligence, has set the standard for providing turnkey and customizable applications for performing manager searches, building welath plans, and producing client reports and investment marketing materials for companies worldwide. 

Download the complete announcement as a PDF, or learn more about The Pros and Cons of Dividend Investment Strategies.

To learn more about Brookmont Capital and other Money Managers, call us at 1-800-541-7774 or contact us here to speak with a knowledgeable Wealth Manager about your investment portfolio.

pdficon Download Brookmont Capital's Announcement Here

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