TBG Dividend Focus ETF (NYSE: TBG) Surpasses $100 Million in Assets
TBG Dividend Focus ETF (NYSE: TBG) has reached a significant milestone by surpassing $100 million in assets. The actively managed ETF, launched on November 6, 2023, focuses on investing in 25-35 U.S.-based companies with strong dividend growth histories. The fund targets companies maintaining dividend yields higher than the S&P 500 average, with a preference for those growing dividends by over 5% annually over a 5-7 year cycle.
The ETF, managed by The Bahnsen Group (which oversees $6.5 billion in total assets), has generated a 27.34% total market return since inception through December 31, 2024. The investment strategy employs strict criteria including balance sheet strength, earnings growth, leverage ratios, free cash flows, and payout ratios. Companies are removed from the portfolio if their dividend significantly decreases or if management fails to maintain dividend growth.
Il TBG Dividend Focus ETF (NYSE: TBG) ha raggiunto un traguardo importante superando 100 milioni di dollari in attivi. Questo ETF gestito attivamente, lanciato il 6 novembre 2023, si concentra sull'investimento in 25-35 aziende statunitensi con una forte storia di crescita dei dividendi. Il fondo mira a investire in aziende che presentano rendimenti da dividendo superiori alla media dell'S&P 500, con una preferenza per quelle che aumentano i dividendi di oltre il 5% annualmente in un ciclo di 5-7 anni.
Questo ETF, gestito dal The Bahnsen Group (che supervisiona 6,5 miliardi di dollari in attivi totali), ha generato un rendimento totale di mercato del 27,34% dalla sua nascita fino al 31 dicembre 2024. La strategia di investimento utilizza criteri rigorosi che includono la solidità di bilancio, la crescita degli utili, i rapporti di indebitamento, i flussi di cassa liberi e i rapporti di distribuzione. Le aziende vengono rimosse dal portafoglio se i loro dividendi diminuiscono significativamente o se la direzione non riesce a mantenere la crescita dei dividendi.
El TBG Dividend Focus ETF (NYSE: TBG) ha alcanzado un hito significativo al superar los 100 millones de dólares en activos. Este ETF gestionado activamente, lanzado el 6 de noviembre de 2023, se enfoca en invertir en 25-35 empresas con sede en EE. UU. con fuertes historiales de crecimiento de dividendos. El fondo apunta a empresas que mantengan rendimientos de dividendos superiores al promedio del S&P 500, prefiriendo aquellas que aumentan sus dividendos en más del 5% anualmente en un ciclo de 5-7 años.
El ETF, gestionado por The Bahnsen Group (que supervisa 6.5 mil millones de dólares en activos totales), ha generado un retorno total del mercado del 27.34% desde su inicio hasta el 31 de diciembre de 2024. La estrategia de inversión emplea criterios estrictos que incluyen la solidez del balance, el crecimiento de ganancias, ratios de apalancamiento, flujos de caja libres y ratios de pago. Las empresas son eliminadas del portafolio si sus dividendos disminuyen significativamente o si la dirección no logra mantener el crecimiento de los dividendos.
TBG 배당 집중 ETF (NYSE: TBG)는 1억 달러 이상의 자산을 초과하여 중요한 이정표에 도달했습니다. 2023년 11월 6일에 출범한 이 액티브 관리 ETF는 강력한 배당 성장 기록을 가진 미국 기반 기업 25-35곳에 투자하는 데 중점을 둡니다. 이 펀드는 S&P 500 평균보다 높은 배당 수익률을 유지하는 기업을 목표로 하며, 5-7년 주기 동안 배당금을 연간 5% 이상 증가시키는 기업을 선호합니다.
이 ETF는 65억 달러의 총 자산을 관리하는 The Bahnsen Group이 관리하며, 2024년 12월 31일까지 설립 이후 27.34%의 총 시장 수익률을 올렸습니다. 투자 전략은 재무 제표의 강도, 수익 성장, 레버리지 비율, 무료 현금 흐름 및 배당 성향 비율 등의 엄격한 기준을 적용합니다. 기업의 배당금이 급격히 감소하거나 경영진이 배당 성장 유지를 실패할 경우 포트폴리오에서 제외됩니다.
Le TBG Dividend Focus ETF (NYSE: TBG) a atteint une étape significative en dépassant 100 millions de dollars d'actifs. Cet ETF géré activement, lancé le 6 novembre 2023, se concentre sur l'investissement dans 25 à 35 entreprises américaines ayant de solides antécédents de croissance des dividendes. Le fonds cible des entreprises ayant des rendements de dividende supérieurs à la moyenne du S&P 500, avec une préférence pour celles dont les dividendes augmentent de plus de 5 % par an sur un cycle de 5 à 7 ans.
L'ETF, géré par The Bahnsen Group (qui supervise 6,5 milliards de dollars d'actifs au total), a généré un rendement total du marché de 27,34% depuis sa création jusqu'au 31 décembre 2024. La stratégie d'investissement utilise des critères stricts, y compris la solidité du bilan, la croissance des bénéfices, les ratios d'endettement, les flux de trésorerie libres et les ratios de distribution. Les entreprises sont retirées du portefeuille si leur dividende diminue de manière significative ou si la direction ne parvient pas à maintenir la croissance des dividendes.
Der TBG Dividend Focus ETF (NYSE: TBG) hat einen bedeutenden Meilenstein erreicht, indem er über 100 Millionen Dollar an Vermögenswerten überschreitet. Der aktiv verwaltete ETF, der am 6. November 2023 gestartet wurde, konzentriert sich auf Investitionen in 25-35 in den USA ansässige Unternehmen mit einer starken Dividendenwachstumsgeschichte. Der Fonds zielt auf Unternehmen ab, die Dividendenrenditen über dem Durchschnitt des S&P 500 aufweisen, und bevorzugt solche, die die Dividenden über einen Zeitraum von 5-7 Jahren um mehr als 5% jährlich erhöhen.
Der ETF, der von der Bahnsen Group verwaltet wird (die insgesamt 6,5 Milliarden Dollar an Vermögenswerten überwacht), hat bis zum 31. Dezember 2024 eine gesamte Marktrendite von 27,34% seit seiner Gründung erzielt. Die Anlagestrategie verwendet strenge Kriterien, darunter die Stärke der Bilanz, das Gewinnwachstum, Verschuldungsquoten, freie Cashflows und Ausschüttungsquoten. Unternehmen werden aus dem Portfolio entfernt, wenn ihre Dividende erheblich sinkt oder das Management die Wachstumsziele für Dividenden nicht einhalten kann.
- Surpassed $100 million in assets under management
- Strong performance with 27.34% total market return since inception
- Active management with clear investment criteria and risk management
- None.
The Bahnsen Group’s TBG, an exchange-traded fund, gives investors exposure to companies that have a long history of growing their dividend
TBG invests in 25 to 35 small-, mid- and large-cap companies that are primarily
“TBG’s success speaks to the highly selective and research-driven approach that our team applies to this actively managed strategy,” said David Bahnsen, founder, managing partner, and chief investment officer of The Bahnsen Group, and portfolio manager of the TBG Dividend Focus ETF. “While our investing philosophy has and always will center around strong companies with a long history of growing their dividend, not all dividends are created equal, and TBG’s approach is built on a nuanced and bottom-up approach.”
As of December 31, 2024, TBG, which does not track any index, generated a total market return of
TBG uses criteria such as balance sheet strength, earnings growth, leverage ratios, free cash flows and payout ratios, and the rate at which a company distributes earnings to shareholders, among other factors.
Companies in TBG are sold if their dividend declines notably, if the investment thesis for the company crumbles, or if the company’s management fails to maintain or grow its dividend.
For more information, please visit www.tbgdividendgrowth.com.
The Bahnsen Group serves as portfolio manager for the fund under Madison Avenue Financial Solutions LLC as sub-advisor. Empowered Funds dba EA Advisors is Fund Advisor.
About The Bahnsen Group
The Bahnsen Group is a national wealth management firm with
The Bahnsen Group was founded in April 2015 by David L. Bahnsen, who previously spent eight years as a Chairman’s Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services. Mr. Bahnsen was ranked #1 in
Mr. Bahnsen serves on the Board of Directors for the National Review Institute and is a Founding Trustee for Pacifica Christian High School of
With 75 team members, The Bahnsen Group serves multiple market segments and has a special focus on dividend growth equity investing. They seek to create abundant intellectual capital for their clients and take particular pride in their significant focus on thought leadership and content creation.
HighTower Advisors, LLC is a SEC registered investment advisor. Securities offered through HighTower Securities, LLC member FINRA/SIPC.
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Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
Source: The Bahnsen Group
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