Baron Capital is a premier asset management firm focused exclusively on delivering growth equity investment solutions to institutions, financial advisors, and individual investors. Since its founding in 1982, Baron Capital has been united under one style of investing with a single objective–to be long-term investors in secular growth businesses with durable competitive advantages, run by great management teams. With $41.2 billion in assets under management (as of March 31, 2025) across 20 strategies, Baron Capital strives to deliver the best solutions and outcomes for clients globally. 

This information was provided by Baron Capital.

Belle Haven Investments is an independent asset manager specializing in separately managed taxable and tax-exempt fixed income portfolios. We are committed to delivering exceptional risk-adjusted returns and personalized service to a broad range of clients, including consultants, financial advisors, family offices, institutions, non-profit organizations, and high-net-worth individuals.
 
With a singular focus on fixed income, Belle Haven combines deep market expertise with a tailored approach to portfolio construction. Our strategies are designed to meet each client’s unique objectives, backed by rigorous credit research and a disciplined investment process. This commitment has resulted in award-winning performance and long-standing client relationships.
 
Our mission is to be a premier fixed income asset manager known for service, reliability, and customization. We believe exceptional outcomes begin with a deep understanding of each client’s goals, and we partner closely to deliver value throughout every stage of the investment journey. At Belle Haven, enduring relationships are the foundation of our success.

This information was provided by Belle Haven Investments.

Brentview Investment Management, LLC is a boutique money manager and certified minority business enterprise. Brentview’s three founding partners have maintained a singular focus on dividend growth investing, which extends from their collective experience at their prior firm Santa Barbara Asset Management (Nuveen). Brentview is employee owned and our partners invest their personal assets in our dividend growth strategies.
 
The origin of our name is derived from a Celtic word which means "elevated." As a long-term investor, we believe an elevated view may be achieved through fundamental research, thereby providing greater perspective and insight into each company. Brentview was founded on the timeless principle of utilizing fundamental research to determine our portfolio holdings.
 
Unlike most dividend strategies, Brentview Dividend Growth considers a wide range of dividend payers, including lower yielders and recent payers. This approach not only broadens our potential universe of companies but may also lead towards faster dividend growers. Versus the S&P 500 Index, our strategy seeks faster dividend growth, a lower portfolio beta, and a higher dividend yield.  

This information was provided by Brentview Investment Management, LLC. 

Broyhill Asset Management LLC (“Broyhill”) is a North-Carolina based boutique investment firm, initially established as a family office and guided by a disciplined value orientation. The Firm manages a concentrated global portfolio of public equities. We do not suffer from the constant pressure to gather assets. Rather, we focus our resources on what we love – finding attractive investments for our partners. With a blend of backgrounds across the arts and sciences, our approach differs from more traditional investment shops. Our investment process is structured and methodical yet highly creative. We seek to improve our odds by tuning out the noise. That’s one advantage of being founded in the Blue Ridge Mountains. We operate outside of the fray. We strive to make fewer, better decisions over a longer time horizon where competition has dwindled.

This information was provided by Broyhill.

City National Rochdale is an investment management firm specializing in intelligently personalized® portfolios for high-net-worth individuals, families, and foundations with greater than $1 million in investable assets. Our tailored solutions are designed for clients desiring personalized portfolio management strategies that address their unique situation relative to investment objectives, tax sensitivities, income needs, or existing holdings with low-cost basis or concentrated positions.

Congress Asset Management is an independent, privately owned boutique asset manager headquartered in Boston. Founded in 1985, we bring four decades of experience managing assets for institutions and intermediaries.

Our investment philosophy is rooted in a clearly defined, consistently applied approach focused on long-term capital appreciation and risk mitigation. We pursue these goals by constructing high-conviction, style-pure portfolios of high-quality stocks. All strategies are overseen by an Investment Policy Committee to ensure alignment with our investment tenets.

We believe that companies with strong fundamentals are best positioned to outperform across market cycles. Accordingly, we anchor our equity strategies in four core investment tenets: growth, profitability, franchise, and valuation. We invest in businesses that demonstrate:

• Positive revenue and earnings growth
• Strong competitive positioning within expanding industries
• Consistent earnings, profit margins, and positive free cash flow
• Leadership focused on core operations and aligned with stakeholders
• Prudent use of debt and leverage
• Reasonable valuation relative to history, peers, and economic conditions

We believe our organizational stability, independence, style purity, and disciplined investment approach position our strategies to potentially deliver consistent long-term performance—participating in up markets while mitigating risk in down markets—relative to their respective benchmarks.

This material is for information purposes only. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, Congress Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. The value of investments and the income from them can fall as well as rise and investors may not get back the full amount invested. Past performance is not a guide to the future.

This information was provided by Congress Asset Management.