Mary Brown of Campbell Newman Asset Management Visited the
AIM Program
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| 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.
 Campbell Dividend Growth Fund |
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Philosophy:
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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
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Discipline:
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Strict quantitative screening, hard-wired buy/sell
valuation parameters
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Judgement:
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Proprietary bottom-up research/stock selection process
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Results:
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Total return focus with upside participation and downside
protection
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| 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.”
