American Tailwinds & Strategic Financial Services Investing

This session will explore:

• The long-term power of the American Tailwind, a concept championed by Warren Buffett.
• How GABF has strategically positioned itself to capitalize on secular shifts in financial services, including digital transformation, wealth transfer, and regulatory catalysts.
• What makes a “great business” and how GABF identifies them.
• Why active management matters in today’s ETF landscape—and how GABF differentiates from passive peers.

We’ll also examine:

• GABF’s compelling fundamentals: 3-year track record, competitive valuation, and attractive-growth portfolio.
• Real-world examples of portfolio holdings with entrepreneurial leadership and durable economic moats.
• How themes like AI in financial services, the Baby Boomer wealth transfer, and regulatory shifts may unlock growth opportunities.