Campbell Newman Asset Management

Overview & History

Campbell Newman Asset Management, Inc. is a highly respected, 100% employee-owned boutique investment management firm located in Milwaukee. Founded on the principles of discipline, judgement, and results, the firm has cultivated a reputable standing in the industry, providing top-tier investment services to institutional, intermediary, and private clients since its inception. The firm's rich history is rooted in over two decades of experience, during which time it has developed and honed its unique investment strategies.

Team

At Campbell Newman, the team is the heart of the firm's success. The seasoned professionals, each with over 35 years of investment management expertise, work tirelessly to ensure that clients' goals and expectations are exceeded. The team is built on strong core values, which include client focus, stewardship, transparency, integrity, and teamwork. These values are at the forefront of every decision made, ensuring clients receive unparalleled service and dedication.

The investment team consists of three highly skilled portfolio managers and analysts - Mary C. Brown, CFA, Rimas M. Milaitis, and Jeremy A. Ellis, CFA. Together, they bring a wealth of knowledge and experience to the table, employing disciplined and well-researched investment techniques that have consistently generated positive outcomes for clients.

Strategies

Campbell Newman offers two distinct investment strategies, each tailored to specific client objectives. The first is the Large Cap Dividend Growth strategy, a long-only, total-return focused, large-cap core equity strategy. This approach invests exclusively in the stocks of companies with a proven history of consistent annual dividend increases. Through bottom-up stock selection, the team builds a diversified, high-conviction portfolio of 25-35 stocks, resulting in a higher-than-average current yield and growing streams of income over time. The strategy aims to outperform the S&P 500 Index on a net of fees basis over a full market cycle while maintaining lower risk levels.

The second strategy offered is the Small Cap Growth strategy, a long-only, capital appreciation focused, small-cap growth equity strategy. This method invests in companies that have achieved profitability, resulting in a diversified, high-conviction portfolio of 40-55 stocks with market capitalizations normally between $200 million and $7 billion. With a focus on capital appreciation, the Small Cap Growth strategy strives to outperform the Russell 2000 Growth Index over a full market cycle while maintaining lower risk levels, as defined by the standard deviation of returns.

Campbell Newman's dedicated team of investment professionals conducts regular strategy updates for the Large Cap Dividend Growth and Small Cap Growth strategies, providing valuable insights and performance information. These updates enable clients to monitor their investments' progress and ensure that their objectives continue to be met.

What Sets Us Apart

One of the key differentiators setting Campbell Newman apart from its competitors is its commitment to quality investments. The firm believes that quality is paramount in the construction and management of clients' portfolios. This dedication to quality is evident in the firm's focus on high-conviction portfolios, time-tested investment team, and alignment with clients' best interests.

Grateful and Proud

Campbell Newman is proud of its long-standing history and grateful for the continued support and trust of its valued clients. In particular, the firm recognizes and appreciates the faith shown by its very first client, who entrusted the firm with $1 million from his Individual Retirement Account (IRA) to seed the Large Cap Dividend Growth strategy 20 years ago, in April 2003. This act of confidence set the foundation for the firm's success and subsequent growth.