Market Outlook and Views of the Economy
Read about our thoughts on the market and how we are positioned to take advantage of future opportunities
Insights
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The Great Value Rotation
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3rd Quarter 2020 Market Commentary
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Brookmont Dividend Score One Pager
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2nd Quarter of 2020 Commentary
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Day Trading Effect
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Not All Dividends Are Created Equal (pdf)
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First Quarter 2020 Market Update Recording (mp3)
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First Quarter 2020 Market Outlook (pdf)
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COVID 19 March 27th Update (pdf)
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COVID 19 March 23rd Update (pdf)
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COVID 19 March 16 Update (pdf)
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Brookmont Capital 2020 Outlook, January 1st, 2020 (pdf)
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Q3 2019 Market Commentary (pdf)
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Brookmont Named "Manager of the Decade" (pdf)
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Market Update 2/5/18 (docx)
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2018 Tax Reform (pdf)
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Virtual Economy and Brookmont UIT
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Value vs Growth
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UIT 26 Change Rationale
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UIT 26 Presentation
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