The Bahl & Gaynor Investment Committee is responsible for all purchase and sale decisions. We employ a bottom-up, fundamental approach to equity selection and conduct approximately 90% of our research internally. We rely on third-party investment research for confirmation – not direction – of our investment thesis.
Bahl & Gaynor generates investment ideas through the following steps:
Bottom-up quantitative screen
Fundamental sector review
Fundamental security investigation
Investment Committee review and implementation