Bahl & Gaynor: Company Research Report

Company Overview

• Name: Bahl & Gaynor

• Mission: Bahl & Gaynor is a premier independent investment firm focused on dividend growth investing alongside innovative, trusted advisory service. Their core value is an ownership mindset driving a relentless pursuit of excellence.

• Founded: 1990

• Founders: Bill Bahl and Vere Gaynor

• Key People:

• Robert S. Groenke, Chief Executive Officer

• Kevin T. Gade, CFA, CFP®, Chief Operating Officer

• Peter M. Kwiatkowski, CFA, Chief Investment Officer

• Headquarters: 255 East Fifth Street, Suite 2700, Cincinnati, OH 45202

• Number of Employees: 100+

• Revenue of the Company: No information is available

• What the Company is Known For: Bahl & Gaynor is known for its focus on long-term ownership of high-quality dividend-growth equities. It holds a reputation as one of Greater Cincinnati's largest money management firms.

Products

• Income Growth Strategy

• Description: Aimed at generating a high level of current and growing income.

• Key Features: Focuses on generating income with downside risk protection and strong risk-adjusted returns.

• Large Cap Quality Growth

• Description: Provides protection in falling markets while preserving capital appreciation potential over long periods.

• Key Features: Targets dividend growth companies, integrating sustainability and ESG-related factors.

• Dividend Growth ESG

• Description: Combines dividend growth with core ESG beliefs.

• Key Features: Sustainable investment with a focus on social impact.

• smig® (Small/Mid Cap Income Growth)

• Description: Focuses on high-quality dividend-paying small and medium-size companies for income growth.

• Small Cap Quality Growth

• Description: Provides protection and price appreciation potential owning high-quality, dividend-paying small-size companies.

Recent Developments

• Recent Developments:

• As of 9/30/24, Bahl & Gaynor has assets under management/advisement totaling $52.9 billion.

• They continue to support a range of community organizations, demonstrating a commitment to social responsibility.

• New Products Launched: No information is available

• New Features Added to Existing Products: No information is available

• New Partnerships: No information is available

The company maintains a strong presence in community participation, supporting various non-profit organizations and community initiatives, showcasing its commitment beyond its business operations. Bahl & Gaynor's culture emphasizes an alignment between personal touch and collective expertise, which is central to their client value proposition.