CresAlta Enters the ETF Market With Two Active Equity Strategies

CVGD: A Global Dividend Strategy Built Around Business Cycles

The CresAlta Global Dividend ETF

is designed as a globally diversified dividend equity strategy focused on long-term capital appreciation and income generation.

Unlike traditional dividend ETFs that primarily screen for yield, CVGD combines macroeconomic business cycle analysis with company-level fundamental research to dynamically rotate across dividend categories and identify businesses with durable cash flows and attractive valuations.

The portfolio typically holds between 35 and 50 positions, with meaningful concentration in its highest-conviction ideas. At least 40% of assets are invested outside the U.S., giving the strategy a distinctly global profile and allowing it to access dividend opportunities beyond the increasingly concentrated U.S. equity market.

Current top holdings include a mix of healthcare, financials, telecommunications, industrials, and international technology exposure, including names such as C, VZ, BABA, and MRK.

The strategy reflects CresAlta’s broader view that dividend investing can serve as a meaningful component of long-term portfolio construction when paired with valuation discipline and macro awareness.

CVSM: Hunting for Opportunities Beyond Mega Caps

The CresAlta Small and Mid-Cap ETF

takes that same active philosophy into the SMID-cap universe.

Focused on companies within the Russell 2500 market capitalization range, CVSM seeks businesses that combine attractive valuations, improving fundamentals, and disciplined capital allocation. The strategy emphasizes financially strong companies with management teams focused on long-term shareholder returns through dividends and share buybacks.

The ETF typically holds between 40 and 60 stocks across sectors, targeting what CresAlta views as a less efficient area of the market where active research may provide a stronger edge relative to passive strategies.

Top holdings currently span industrials, defense, energy, financials, and technology, including companies such as DYN, HII, and BWA.

At a time when investor attention remains heavily focused on large-cap growth stocks, CVSM offers exposure to a broader segment of the equity market that may benefit from improving economic conditions, valuation normalization, or renewed interest in domestic cyclicals and value-oriented companies.

Active Management Returns to the Spotlight

CresAlta’s launch taps into a growing debate around passive concentration and the role of active management in modern portfolios.

According to Joshua Stevens, the firm believes many investors have become unintentionally concentrated through broad-market index exposure.

“Many investors today are more concentrated than they realize through passive exposures that have become increasingly weighted toward a narrow segment of the market. CresAlta offers counterweights to the passive and diversification opportunities.”

That philosophy underpins both ETFs. Rather than trying to mirror benchmarks, the strategies focus on selective portfolio construction, valuation sensitivity, and business-cycle awareness—an approach CresAlta believes may become increasingly valuable in a market environment driven by narrower leadership and elevated valuations.

About CresAlta

CresAlta Investment Management was launched as an affiliate of AMG National Trust, drawing on roughly 50 years of investment and wealth management experience from its parent organization. The firm focuses on conviction-driven active investing and allocation-oriented portfolio solutions across ETFs and separately managed accounts.

With CVGD and CVSM, CresAlta is bringing established institutional strategies into the ETF wrapper while signaling broader ambitions to expand its active ETF lineup in the future.

 

Please note this article is for information purposes only and does not in any way constitute investment advice. It is essential that you seek advice from a registered financial professional prior to making any investment decision.