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 regulatory assets under management were $20,095M and SMA platform assets under advisement were $31,778M as of 12/31/2024. 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 Process

Process

Thought Leadership

Quarterly Review

4Q2024 Investor Letter

2024 MARKET RECAP 2024 delivered another strong year for stock investors across the market cap…

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Our Strategies

Income Growth

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

Bahl & Gaynor Dividend

Formerly Known as Large Cap Quality Growth
Seeking accelerated income growth characteristics.

smig® – Small/Mid Cap Income Growth

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

Bahl & Gaynor Small Cap Dividend

Formerly Known as Small Cap Quality Growth
Seeking attractive risk- adjusted return opportunities in small dividend-paying companies.

Our Team

Robert Groenke

Chief Executive Officer
Principal & Portfolio Manager

Jeffrey Bahl

Principal & Portfolio Manager

Kevin Gade

Chief Operating Officer
Principal & Portfolio Manager

Ellis Hummel

Principal & Senior Portfolio Manager

Peter Kwiatkowski

Chief Investment Officer
Principal & Portfolio Manager

Nicholas Puncer

Managing Director, Institutional
Principal & Portfolio Manager

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

Stephanie Thomas

Managing Director, Institutional
Principal & Portfolio Manager

Edward Woods

Principal & Portfolio Manager

John P. Galvin Sr.

Managing Director
Principal

Peter Knipe

Managing Director
Principal

Kevin Boman

Head of Strategic Relationships
Principal

John P. Galvin Jr.

Executive Director, Strategic Relationships
Principal

Ryan Welch

Head of Institutional Consulting
Principal & Institutional Portfolio Consultant

Joseph Beshara

Principal & Institutional Portfolio Consultant

Isida Delillo

Principal & Institutional Portfolio Consultant

Jeremy Kees

Principal & Institutional Portfolio Consultant

Neal Lee

Principal & Institutional Portfolio Consultant

Robert Macchi

Principal & Institutional Portfolio Consultant

Steven Mazzuchelli

Principal & Institutional Portfolio Consultant

Andrew Raia

Principal & Institutional Portfolio Consultant

Brian Ridgeway

Principal & Institutional Portfolio Consultant

Jeffrey Rosen

Principal & Institutional Portfolio Consultant

Shane Russell

Principal & Institutional Portfolio Consultant

Jack Schultz

Principal & Institutional Portfolio Consultant

Christopher Heekin

Principal & Senior Portfolio Manager

Vere Gaynor

Principal & Senior Portfolio Manager

Keith Rennekamp

Principal & Senior Portfolio Manager

Edward Woods

Principal & Portfolio Manager

Steven Brown

Principal & Senior Portfolio Manager

Ellis Hummel

Principal & Senior Portfolio Manager

Eleanor Moffat

Principal & Senior Portfolio Manager

Kristen Ankenbauer

Senior Portfolio Manager

Andrew Hagedorn

Principal & Senior Portfolio Manager

Maura Kelly

Principal & Senior Portfolio Manager

Samuel Koopman

Principal & Senior Portfolio Manager

Christian Wing

Principal & Senior Portfolio Manager

Marcie Wright

Principal & Senior Portfolio Manager

Derrick Kihembo

Portfolio Manager

Grant Cooper

Portfolio Manager

Michael Del Prince

Portfolio Manager

Our intense depth of knowledge regarding equity income growth and downside protection as drivers of risk-adjusted return sets us apart in our industry.

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