Brookmont Capital Management
Brookmont Dividend Growth Strategy ETF
Quality Dividend Growth for Long-Term Total Return
Brookmont Dividend Growth Strategy ETF
The Brookmont Dividend Growth Strategy ETF seeks to provide superior long-term total returns by investing in high-quality U.S. mid- and large-cap companies with strong free cash flow, solid fundamentals, and a proven history of dividend growth. Since 2008, Brookmont’s disciplined, low-turnover approach has emphasized companies with sustainable dividends, aiming to deliver better-than-market performance with lower volatility and downside risk.
High-Quality Holdings
Selects 30–50 companies across 11 sectors with strong balance sheets and durable business models.
Long-Term Orientation
Typical holding period of 3–5 years or more, minimizing turnover and maximizing after-tax returns.
Dividend Focus
Targets companies that have increased dividends in at least 2 of the past 3 years, emphasizing income stability and growth.
Why BMDV?
Consistent track record of outperforming the Russell 1000 Value Index since inception.
Focus on sustainable income and compounding dividend growth.
Quality-first discipline designed to reduce downside risk.
Proven management team with over 15 years of strategy success.
Brookmont Dividend Growth Strategy ETF
Brookmont Capital Management
The Brookmont Dividend Growth Strategy ETF seeks to provide superior long-term total returns by investing in high-quality U.S. mid- and large-cap companies with strong free cash flow, solid fundamentals, and a proven history of dividend growth. Since 2008, Brookmont’s disciplined, low-turnover approach has emphasized companies with sustainable dividends, aiming to deliver better-than-market performance with lower volatility and downside risk.
Investment Team
Ethan Powell, CFA
Principal & Chief Investment Officer
epowell@brookmont.com
Neal Scott
Principal
nealscott@brookmont.com
Bryan Gell
Director of Equity Research
bgell@brookmont.com
Brookmont Dividend Growth Strategy ETF
Important Disclosures
Past performance is no guarantee of future results. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
This material is for informational purposes only and should not be construed as investment advice. Before investing, consider the fund's investment objectives, risks, charges, and expenses. This and other information can be found in the fund's prospectus, which may be obtained from your financial advisor.
Investments in ETFs are subject to market risk, including the possible loss of principal. ETF shares may trade above or below their net asset value. This difference in price may be due to market conditions and other factors.