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22.68
-0.20
-0.87%
01:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.36B
AAM/Bahl & Gaynor Income Growth I
22.68
-0.20
-0.87%
- Overview
- Profile
- Historical Data
- Holdings
Bahl & Gaynor Income Growth Fund Class I Overview
On this page you'll find an in-depth profile of Bahl & Gaynor Income Growth Fund Class I. Learn about the key management, total assets, investment strategy and contact information of AFNIX among other information.
Investment Strategy
The investment seeks current and growing income, secondarily downside protection and thirdly long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets plus borrowings for investment purposes in equity securities, primarily common stock, of companies that have historically paid dividends and have strong dividend policies. Although the fund may invest in any size companies, it primarily invests in large capitalization companies. Under normal market conditions, it typically invests in a diversified portfolio of 35 to 50 securities spread across a variety of economic sectors.
Contact Information
Address
255 East Fifth Street, Suite 2700
Cincinnati,OH 45202
United States
Cincinnati,OH 45202
United States
Phone
5132876100
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Eric Strange | Portfolio Manager & Principal | 2022 | Now |
| Biography | As a Portfolio Manager, Eric works with institutional clients and select high net worth relationships. Eric is a member of the Investment Committee covering the Consumer Staples sector. Prior to joining Bahl & Gaynor in 2019, Eric was Vice President and Senior Portfolio Manager at Fifth Third’s Private Bank managing investment portfolios for high-net-worth individuals and families. Prior to Fifth Third, he was a Partner and Portfolio Manager at Renaissance Investment Management for 10 years with responsibilities that included portfolio management and equity research for the firm’s institutional clients. His professional experience also includes accounting and audit work for Fifth Third before he joined the Bank’s trust department in 2000 to perform investment research for income-oriented institutional and high-net-worth portfolios. | ||
| Robert S. Groenke | Chief Executive Officer | 2021 | Now |
| Biography | Bob is CEO of Bahl & Gaynor and serves as a portfolio manager and member of the Investment Committee covering the Real Estate sector. Bob joined Bahl & Gaynor in 2019 as a portfolio manager following a career spanning institutional public markets investing, private equity, and investment banking. Bob was named CEO of the Firm in 2022. Prior to joining Bahl & Gaynor, Bob’s work included positions at Franklin Templeton (San Mateo, CA), Industrial Growth Partners (San Francisco, CA), and Thomas Weisel Partners (New York, NY). | ||
| Kevin T. Gade | Portfolio Manager & Principal Chief Operating Officer | 2019 | Now |
| Biography | As a Portfolio Manager & Principal and Chief Operating Officer , Kevin works primarily with institutional clients along with select high net worth relationships. He travels regularly to support the firm’s national platform business. Kevin is a member of the Investment Committee covering the Pharmaceuticals and Biotechnology industry within the Health Care sector. Prior to his role as Portfolio Manager, Kevin served as a Portfolio Analyst at Bahl & Gaynor after joining the firm full-time in 2016. Prior to his full-time position at Bahl & Gaynor, he worked within Citi’s Markets and Securities Services group (Analyst). Kevin worked as a Co-Op with Bahl & Gaynor while pursuing his undergraduate degree. | ||
| Keith H. Rennekamp | Portfolio Manager & Principal | 2019 | Now |
| Biography | As a Portfolio Manager, Keith works with both institutional clients and high net worth relationships as well as regular travel supporting the firm’s national platform business. His expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement. Prior to joining Bahl & Gaynor in 2018, Keith’s work included positions at Huntington National Bank (Senior Portfolio Manager) and Fifth Third Bank (Portfolio Manager). | ||
| Peter M. Kwiatkowski | Portfolio Manager & Principal Chief Investment Officer | 2019 | Now |
| Biography | As a Portfolio Manager & Principal, Chief Investment Officer, Pete works primarily with institutional clients along with select high net worth relationships. Through his extensive prior institutional experience, Pete is responsible for a number of Bahl & Gaynor’s local foundation and endowment relationships. Pete is a member of the Investment Committee covering the Industrials sector. Prior to joining Bahl & Gaynor in 2019, Pete was Director of Growth & Income strategies at ClearArc Capital, which included lead management responsibilities for the firm’s dividend growth products. Prior to ClearArc, Pete was a Portfolio Analyst at Pacific Investment Management Company (PIMCO). His experience also includes a role as National Default Manager at Quality Loan Service, Inc. in the mortgage servicing industry. | ||
| James E. Russell | Portfolio Manager & Principal | 2015 | Now |
| Biography | James E. Russell, Jr. is Vice President and Principal and he joined Bahl & Gaynor Investment Counsel in 2014. He is a member of the Bahl & Gaynor Investment Committee and is responsible for portfolio management, investment research, and client management. Prior to joining Bahl & Gaynor, Mr. Russell was the Senior Equity Strategist and Regional Investment Director of US Bank Wealth Management. His responsibilities included participation in establishing nationwide asset allocation, compliance oversight of investment professionals, thought leadership and media interaction and high net worth account management. Mr. Russell received a M.B.A. from Emory University and a B.S. from Centre College of Kentucky. | ||
| Nicholas W. Puncer | Portfolio Manager & Principal Managing Director, Institutional | 2014 | Now |
| Biography | As a Portfolio Manager & Principal, Institutional Managing Director, Nick works primarily with institutional clients along with select high net worth relationships. He also coordinates third-party distribution relationships and travels regularly to support Bahl & Gaynor’s national platform partners. Nick is a member of the Investment Committee covering the Software and Services industries within the Information Technology sector. Prior to his role as Portfolio Manager, Nick’s positions at Bahl & Gaynor included Research Analyst and Co-Op. | ||
| W. Jeff Bahl | Portfolio Manager & Principal Board Director | 2014 | Now |
| Biography | W. Jeff Bahl is Portfolio Manager & Principal, Board Director of the Bahl & Gaynor, Inc. Mr. Bahl is responsible for top-down investment research, fixed income portfolio management, trading, and client service. Prior to joining Bahl & Gaynor in 2014, Mr. Bahl was Managing Director and Head of High Yield Credit Trading for Goldman Sachs in New York from 2008 to 2014. From 2005 through 2007 he was Vice President in the High Yield Trading Department for Bank of America in New York. Mr. Bahl earned a B.S. from Washington and Lee University. | ||
| Christopher M. Rowane | Portfolio Manager & Principal | 2014 | Now |
| Biography | Christopher M. Rowane, CFA, is Vice President of the Bahl & Gaynor, Inc. Mr. Rowane is responsible for portfolio management, investment research of the consumer discretionary sector and client services. Prior to joining Bahl & Gaynor in 2014, Mr. Rowane was Senior Vice President and Director of Portfolio Management with Huntington Bank from 2000 to 2014. From 1993 through 2000 he was Vice President and Director of Portfolio Management at Firstar Bank. From 1988 through 1993 he was Assistant Vice President & Portfolio Manager at US Bancorp Trust Company. From 1983 to 1988 Mr. Rowane was an Investment Officer for the First National Bank of Pennsylvania. Mr. Rowane earned an M.B.A from Gannon University and a B.S. from Gannon University. | ||
| Stephanie S. Thomas | Portfolio Manager & Principal Managing Director, Institutional | 2013 | Now |
| Biography | Stephanie S. Thomas, CFA is Portfolio Manager & Principal, Institutional Managing Director and she joined Bahl & Gaynor in 2012. She is a member of the Bahl & Gaynor Investment Committee and is responsible for portfolio management, investment research, and client management. Prior to joining the firm, Ms. Thomas was a managing director with Fifth Third Asset Management. She managed a team of senior relationship managers and staff supporting 250 institutional clients with $6 billion in assets. Ms. Thomas was responsible for all aspects of client management in the areas of investment review, reporting, compliance, and account management. As a managing director, Ms. Thomas was a member of a senior leadership team overseeing sales, product development, system conversion, compliance, client management, marketing and legal aspects of the firm. Ms. Thomas received a B.A. in Economics from Wittenberg University and an M.B.A. from the University of Notre Dame. Ms. Thomas is a CFA charterholder, a CFA Society of Cincinnati board member, and a member of the Cincinnati ArtsWave Finance and Investment Committee. | ||
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