Privacy Policy

Last Updated: 15 August 2023

1. Introduction

Welcome to Bahl & Gaynor's website. As a U.S.-based company, we respect your privacy and are committed to protecting your personal data. This Privacy Policy will inform you about how we handle your personal data when you visit our website and will outline your privacy rights under U.S. law.

2. Data We Collect

While interacting with our website, we may collect the following data:
Identity Data includes first name, last name, and username or similar identifier.
Contact Data includes email address and telephone numbers.
Technical Data includes internet protocol (IP) address, browser type and version, time zone setting and location, and other technology on the devices you use to access this website.
Usage Data includes information about how you use our website and services.

3. How We Use Your Data

Your personal data will be used in adherence to U.S. privacy regulations. Typically, we utilize your personal data to:
Provide our services and products to you.
Enhance our website and offerings based on your feedback and interaction.
Dispatch marketing communications if you have opted-in to receive them.
Adhere to legal obligations and U.S. regulatory requirements.

4. Data Protection

Your data is stored securely in accordance with U.S. standards. We enforce rigorous procedures and security measures to thwart unauthorized access. We restrict access to your personal data to our employees, agents, and certain third parties who have a legitimate business need.

5. Data Retention

In alignment with U.S. regulations, we retain your personal data only for the duration necessary for the purposes we initially gathered it, including compliance with any U.S. legal, accounting, or reporting prerequisites.

6. Your Rights

Under U.S. data protection laws, you have specific rights regarding your personal data. These rights encompass:
Requesting access to your personal data.
Requesting corrections to your personal data.
Requesting erasure of your personal data.
Objecting to the processing of your personal data.
Requesting restrictions on processing your personal data.
Requesting the transfer of your personal data.
The right to withdraw consent.
To exercise any of these rights, please get in touch with us.

7. Third-party Links

Our website may have links to third-party websites, plug-ins, and applications. Activating those links or using those features may permit third parties to gather or share data about you. We do not govern these third-party websites and are not accountable for their U.S. privacy policies or practices.

8. Cookies

Cookies help us provide the best experience on our website. You have the option to decline cookies, but it may impact our website's functionality.

9. Changes to Our Privacy Policy

Occasionally, we may revise our Privacy Policy. All changes will be posted here, and if necessary, we will notify you.

10. Contact Us

For inquiries regarding this privacy policy or the data we hold on you, please reach out to us at info@bahl-gaynor.com.

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Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (855) 994-1711 or click here. Read the prospectus or summary prospectus carefully before investing.

As with all ETFs, Shares may be bought and sold in the secondary market at market prices.

The Russell 2500® Index measures the performance of the small to mid-cap segment of the U.S. equity universe. It includes approximately 2500 of the smallest securities based on a combination of market cap and current index membership. The Index is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small to mid-cap opportunity set. It is not possible to invest directly in an index.

Fund Risks

Investing in ETFs involves additional risks such as the market price of the shares may trade at a discount to its net asset value ("NAV"), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a fund's ability to sell its shares.


New Fund Risk. The Fund is a recently organized investment company with a limited operating history. As a result, prospective investors have a limited track record or history on which to base their investment decision.


REIT Investment Risk. Investments in REITs involve unique risks. REITs may have limited financial resources, may trade less frequently and in limited volume, and may be more volatile than other securities.

Investments involve risk. Principal loss is possible.

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