Wednesday, September 21, 2016

The President and CIO of Campbell Newman Asset Management, Mary Brown, was the guest speaker in Monday's AIM class

Mary Brown of Campbell Newman Asset Management Visited the AIM Program

Mary Brown of Campbell Newman presented
to the students in the AIM program
On Monday, September 19, Mary C. Brown, CFA, of Campbell Newman Asset Management visited the students in the AIM Class of 2017. Mary joined Campbell Newman nearly thirty years ago and today is the President and Chief Investment Officer.

Campbell Newman has nearly $600 million in assets under management. The firm was established in 1977 and is 100% employee-owned. Located in Glendale, Wisconsin, the firm has two focused product offerings: a dividend growth fund and a small cap growth fund. The firm serves high net worth clients, public funds, and foundations. The largest and oldest fund is their dividend fund.
Image result for campbell newman asset management logoCampbell Dividend Growth Fund
Philosophy:
Dividends are tangible evidence of management’s confidence in future earnings growth
Companies that payout a meaningful dividend and increase it year after year are more disciplined allocators of shareholder capital, increasing the probability of  faster earnings growth over time
Discipline:
Strict quantitative screening, hard-wired buy/sell valuation parameters
Judgement:
Proprietary bottom-up research/stock selection process
Results:
Total return focus with upside participation and downside protection

Dr. David Krause and Mary Brown
Dr. David Krause, AIM program director said, “It was nice to have Mary Brown visit the AIM class.  Campbell Newman has a proven investment process and impressive results – it is important for the students to see different styles and approaches to investment management. Mary did an excellent job discussing their philosophy and process. “


Krause added, “Campbell Newman Asset Management has a clear understandable evaluation process; however, the students also learned about the importance of a disciplined sell process. Mary walked through the factors that can lead to a stock being removed from their funds. This is valuable because the AIM students tend to be strong in evaluating firms, but weaker when it comes to selling or trimming stocks from the portfolio. We’re looking forward to future visits to the AIM program by Mary and we’d love to do a ‘road show’ at Campbell Newman in the spring.”


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