BAHL & GAYNOR INC Profile
Bahl & Gaynor Inc. is an investment management company owned by its employees. The company was established in 1990 by cofounders William F. Bahl and Vere W. Gaynor, who are currently the Chairman and President of the company, respectively. Bahl & Gaynor Inc. is based out of Cincinnati and has 36 employees with 15 of them being investment professionals. The company’s highest holdings are owned by the cofounders, who each have approximately 20% of the total company ownership, with the remaining ownership split amongst a variety of key company executives. Bahl & Gaynor Inc. conducts its research internally and utilizes a fundamental analysis with a bottom up investment approach. The company invests in a variety of public equity and fixed income markets on a global scale, focusing on the growth stocks of companies and benchmarking its performance against the Russell 1000 Growth, Russell 2000 Growth, and S&P 500 Indexes. Bahl & Gaynor Inc. invests in a variety of sectors including consumer staples, its highest vested sector that makes up approximately a fifth of total asset allocations, finance, information technology, health care, industrials, energy, consumer discretionary, and utilities and telecommunications, among others to a lesser degree, in order of decreasing amount allocated. The company currently has approximately $7.5 billion in total assets under management spread across over 1,800 accounts with all of its accounts being discretionary except for 43, which makes up $400 million of its total held assets. Both of its total number of accounts held and total assets under management have been increasing in recent years with its total managed assets growing from $2.5 billion back in 2010 to three times that amount today. The company mainly caters to high net worth individuals, which alone makes up over two thirds of its client base. Bahl & Gaynor Inc’s strategy offerings include its Income Growth, SMIG, Global Dividend Growth, and Tailored Portfolio products, among others.