The Fund’s investment objective is long-term capital appreciation.
CONTINUITY AND CONSISTENCY
Bahl & Gaynor Investment Counsel, Inc. was founded in 1990 and is independently owned and operated by a tenured team of investment professionals. Bahl & Gaynor offers a well-defined investment philosophy emphasizing the long-term advantages of owning conservative stocks that pay increasing dividends.
Firm inception: 1990
- Edward Woods, CFA, 24 years experience
- Scott Rodes, CFA, 28 years experience
- Stephanie Thomas, CFA, 24 years experience
A SMALL-CAP growth STRATEGY
FOR conservative investors
The Fund is a conservative, small-cap growth strategy emphasizing high-quality, dividend-paying stocks. Bahl & Gaynor believes that dividends pay dividends. At the time of purchase, at least 80% of the stocks in the portfolio are expected to pay a dividend, preferably one that is increasing. This investment philosophy is intended to enable the Fund to exceed performance expectations while at the same time preserving capital in declining markets and providing a steady income stream.
The Fund strategy seeks:
- Capital preservation
- Price appreciation
Total Fund Assets
|Bahl & Gaynor Investment Counsel, Inc.
FUND overview flyer*
A Small-Cap Growth Strategy
for Conservative Investors
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