The Brinsmere Fund Growth ETF (TBFG) seeks to provide capital appreciation by investing in growth-oriented companies that demonstrate above-average earnings growth potential, revenue expansion, and strong competitive positioning. This equity ETF focuses on identifying companies with accelerating business fundamentals across various market capitalizations and sectors.
How It Works
TBFG employs an actively managed approach using fundamental analysis to select growth stocks based on proprietary screening criteria including earnings growth rates, revenue momentum, market share expansion, and management quality. The fund typically maintains 30-60 concentrated positions with quarterly rebalancing to capture emerging growth opportunities. Portfolio construction emphasizes companies with sustainable competitive advantages and scalable business models rather than following a passive index methodology.
Key Features
- Zero expense ratio provides significant cost advantage over typical actively managed growth funds charging 0.75-1.50% annually
- Concentrated portfolio approach allows for higher conviction positions in best growth opportunities versus diversified index strategies
- Recently launched in January 2024, offering access to current market growth themes with modern portfolio construction
Risks
- This ETF can lose value significantly during growth stock selloffs when investors rotate to value stocks, potentially declining 40-50% in bear markets
- Concentrated holdings mean individual stock disappointments can materially impact performance more than broadly diversified growth ETFs with 100+ positions
- Active management risk exists as stock selection decisions may underperform passive growth indices, especially during broad market rallies favoring momentum
Who Should Own This
Best suited for aggressive growth investors with 3-7 year time horizons and high risk tolerance willing to accept significant volatility for potential outperformance. Works as a satellite holding representing 10-25% of equity allocation for investors seeking active management exposure beyond passive index funds.