Our Approach
Since 1990, Bahl & Gaynor has pursued a unified fundamental investment philosophy predicated on long-term ownership of high-quality businesses that we believe are uniquely capable of compounding capital and dividends at attractive growth rates.
Our Process
Thought Leadership
4Q2023 Investor Letter
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Learn MoreBig Reasons to Think Small: The Merits of a Small/Mid-Cap Dividend Growth Allocation
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Learn MoreOur Strategies
Income Growth
Seeking attractive current and growing income with downside risk protection and strong risk-adjusted returns.
Large Cap Quality Growth
Seeking accelerated income growth characteristics.
smig® – Small/Mid Cap Income Growth
Applying our core income growth philosophy to small and midcap companies.
Small Cap Quality Growth
Seeking attractive risk- adjusted return opportunities in small dividend-paying companies.
Sub-Advised Funds
Bahl & Gaynor sub-advises the following strategies on behalf of our third-party distributor, Advisors Asset Management.
AAM Bahl & Gaynor Income Growth Fund
For those investors interested in investing in a mutual fund equivalent of our Income Growth strategy, we sub-advise the AAM Bahl & Gaynor Income Growth Fund. The prospectus can be found HERE.
Please contact Advisors Asset Management (866) 606-7220. Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.
AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
For those investors interested in investing in small and mid-capitalization companies, we sub-advise the SMIG ETF. The description can be found HERE.
Please contact Advisors Asset Management
(866) 606-7220. Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.
Our Team
Our intense depth of knowledge regarding equity income growth and downside protection as drivers of risk-adjusted return sets us apart in our industry.
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