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When narratives shift, discipline matters.
In this quarter’s Dividend Corner, we examine how geopolitical developments are influencing financial conditions and the flow of credit, while also driving uneven investor responses across sectors.
The Cincinnati Business Courier highlights Bahl & Gaynor’s strategy to deliver each of its dividend growth strategies through the active ETF structure, including the recent conversion and merger of a legacy mutual fund for its flagship Income Growth strategy into an active ETF counterpart.
Markets don’t move in a straight line—and neither do narratives.
Our 1Q2026 Investor Letter explores the shift from AI-driven optimism to geopolitical uncertainty, what tightening financial conditions mean for investors, and how a disciplined dividend growth approach is built to navigate volatility without losing sight of long-term outcomes.
Mutual fund conversion reflects firm’s continued focus on delivering dividend growth strategies through separately managed accounts and active ETFs.
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