Our Approach

Since 1990, Bahl & Gaynor has pursued a unified fundamental investment philosophy predicated on long-term ownership of high-quality businesses that we believe are uniquely capable of compounding capital and dividends at attractive growth rates.

Approach Image
* Bahl & Gaynor identifies assets under management as assets over which the firm has discretion (including high net worth and institutional accounts and certain platform assets). Assets under advisement include model-only platform assets over which the firm does not have discretion.

Our Strategies

Income Growth

Seeking attractive current and growing income with downside risk protection and strong risk-adjusted returns.

Large Cap Quality Growth

Seeking accelerated income growth characteristics.

Dividend Growth ESG

Combining our dividend- growth philosophy with ESG integration.

smig® – Small/Mid Cap Income Growth

Applying our core income growth philosophy to small and midcap companies.

Small Cap Quality Growth

Seeking attractive risk- adjusted return opportunities in small dividend-paying companies.

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Our Team

Robert Groenke

Chief Executive Officer
Principal & Portfolio Manager

Kevin Gade

Chief Operating Officer
Principal & Portfolio Manager

Stephanie Thomas

Managing Director, Institutional
Principal & Portfolio Manager

Nicholas Puncer

Managing Director, Institutional
Principal & Portfolio Manager

Peter Kwiatkowski

Chief Investment Officer
Principal & Portfolio Manager

Jeffrey Bahl

Principal & Portfolio Manager

Ellis Hummel

Principal & Senior Portfolio Manager

Eleanor Moffat

Principal & Senior Portfolio Manager

Ian T. Owens, CFA

Associate Portfolio Manager

Charles A. Pettengill, CFA

Board Chairman
Portfolio Manager & Principal

Keith Rennekamp

Principal & Senior Portfolio Manager

Scott Rodes

Principal & Portfolio Manager

Christopher Rowane

Principal & Portfolio Manager

James Russell, Jr.

Principal & Portfolio Manager

John Schmitz

Principal & Portfolio Manager

John Strange

Principal & Portfolio Manager

Edward Woods

Principal & Portfolio Manager

Eric J. Zins, CFA

Associate Portfolio Manager

Katherine H. Kober, CFA

Portfolio Analyst

Jared A. Bresnen, CFA

Portfolio Analyst

Wesley A. Alspaugh

Wealth Management Analyst

Amanda Burton

RFP Coordinator

Matt Striegel

Portfolio Administrator

Matthew F. Volpenhein, CIPM

Director, Performance Measurement & Reporting

Eric Aber, CFA

Chief Technology Officer

Jenelle M. Armstrong

Chief Adminstrative Officer

Scott Bucker

Director of Operations

Jared Hatfield

Trader

Addison Hobbs, CPA

Director, Financial Reporting

Karen A. Hollstegge

Senior Accounting Administrator

Derrick Kihembo

Portfolio Manager

Christina M. Lannan

Accounting Administrator

Shelly E. Reilly

Senior Account Specialist

Tita A. Rogers, IACCP

Chief Compliance Officer

Jessica Sandlin

Compliance Administrator

Michael Trimble

Account Specialist

Michael A. Shields

Senior Trader

Our deep and tenured team works closely with advisor partners to deliver unique and competitive dividend-focused investment strategies.

Latest Insights

Thought Leadership

Market Concentration: At The Tipping Point?

Investors are paying more attention to the concentration of the largest public companies in market…

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Thought Leadership

Big Reasons to Think Small: Volume II

In December 2023, Bahl & Gaynor published “Big Reasons to Think Small” which took an…

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Thought Leadership

The ABC’s of active ETF’s

The ETF market has experienced significant growth and advancements over the past decade. Once synonymous…

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