Bahl & Gaynor

Bahl & Gaynor

Bahl & Gaynor is a registered investment advisory firm that provides time-tested expertise in dividend growth investing. Founded in 1990, the firm is an income growth focused manager dedicated to long-term ownership of high-quality businesses capable of compounding capital and dividends at attractive growth rates. The firm serves foundations, families, trusts, private funds, investment companies, and other institutions.

ABOUT BAHL & GAYNOR

  • Bahl & Gaynor is a premier independent investment firm focused on dividend growth investing alongside innovative, trusted advisory service.

  • The firm is an employee-owned registered investment advisor focused on dividend-growth strategies.

  • The firm seeks to coordinate the fundamental disciplines of its dividend-growth philosophy with the unique needs of clients regarding the growth, use, and preservation of their wealth.


INCOME GROWTH

  • Bahl & Gaynor Income Growth strategy focuses on generating high current income that consistently grows over time, while emphasizing downside protection and capital appreciation.

  • The strategy is tailored for investors seeking reliable, growing income, capital preservation, and lower risk profile.

  • The strategy employs a bottom-up, fundamental analysis to select high-quality companies that exhibit sustainable dividend growth, strong balance sheets, and attractive valuations.


STRATEGIES

Formerly known as Large Cap Quality Growth, the fund seeks high long-term growth of income, downside protection, and alpha generation potential within a broad dividend growth opportunity set.

Formerly known as Small Cap Quality Growth, the fund applies the Bahl & Gaynor Dividend strategy philosophy to small cap companies.

The fund seeks current and consistently growing income, downside protection, and competitive equity returns in a lower risk-managed context.

  • smig®. 

Small/Mid Cap Income Growth that applies the firm's Income Growth strategy philosophy to small and mid cap companies.