Our Large Cap Quality Growth strategy focuses on providing protection in falling markets, while preserving the ability of capital to appreciate over long periods of time, all with a focus on delivering income to the investor in the form of a growing dividend income stream.
Bahl & Gaynor’s equity selection process yields an investable universe of companies that are managed conservatively and for long-term growth, have stable and sustainable business models, and reward shareholders of the company with a growing dividend. From this investable universe, the Large Cap Quality Growth strategy seeks larger companies with the ability to grow their dividend payments at a high rate in the future.
Over a full market cycle of five to seven years, Bahl & Gaynor’s Large Cap Quality Growth strategy seeks to outperform its benchmark and large-capitalization growth peers all in the context of a lower-than-average portfolio risk profile.
Client portfolios will generally be diversified among a selection of 45 to 55 common stock issues with each security typically held for three to five years. Low portfolio turnover combined with the favorable tax treatment of dividend income results in a cost and tax-efficient portfolio.