Abacus FCF Advisors

Abacus FCF Advisors is a leader in free cash flow investment strategies.
No one else analyzes companies like we do.

[Abacus Global Management @AbacusGM]

This vertical integration allows us to control the entire value chain. ⛓️
More importantly, it creates multiple revenue streams: origination gains, management fees, servicing fees, and advisory income. $ABX

[Abacus Global Management @AbacusGM]

In this episode of Abacus Insights, Vince Chen explains how Abacus FCF Advisors leverages decades of research to deliver differentiated, scalable investment strategies that empower clients to control their financial destiny throughout their lifetime.

Abacus FCF Advisors is a global leader in free cash flow-based investment strategies, specializing in ETFs. The company's proprietary FCF Leaders Model rigorously prioritizes prudent capital expenditure, low accruals, high cash flow margins, and strong asset turnover – the fundamental drivers of sustainable value creation. $ABL

To learn more, please visit https://t.co/cv4hzQ9uXe.
https://t.co/gBqVLpw1cp

[Abacus Global Management @AbacusGM]

Today’s “on-demand” lifestyle, powered by apps for food delivery, transportation, home services, health care, and smart-home tech, comes with recurring costs that didn’t exist for prior generations.

As people live longer and more adults age alone, these conveniences increasingly become essential expenses. Retirement planning must evolve to account for this new category of ongoing, app-driven living costs.

@AbacusGM $ABL uses data-driven, longevity-focused solutions to help clients prepare for these evolving expenses.

Read Dr. Joe Coughlin of @MIT_AgeLab’s @Forbes article here to learn more:
https://t.co/nbb4aL1zGx

[Abacus Global Management @AbacusGM]

Abacus Global Management $ABL Reports Third Quarter 2025 Results

Third Quarter 2025 Highlights:
• Total revenue for the third quarter grew 124% to $63.0 million, compared to $28.1 million in the prior-year period. The increase was driven by continued growth in Abacus’ Life Solutions and Longevity Funds segments and expanded asset management fees from recent acquisitions.

• Origination capital deployment continued to expand, increasing by 10% for the quarter to $102.4 million, compared to $93.2 million in the prior-year period; number of policies held at quarter end totaled 522, compared to 278 as of September 30, 2024.

• GAAP net income attributable to shareholders was $7.1 million, compared to a net loss of $5.1 million in the prior-year period. The increase was primarily driven primarily driven by higher revenues, partially offset by increased operating costs and interest expense.

• Adjusted net income (a non-GAAP financial measure) increased 60% year-over-year to $23.6 million compared to $14.7 million in the prior year period. Adjusted diluted earnings per share for the third quarter of 2025 was $0.24, compared to $0.20 in the prior-year period.

• Adjusted EBITDA (a non-GAAP financial measure) for the third quarter of 2025 increased 127% to $37.9 million, compared to $16.7 million in the prior-year period. Adjusted EBITDA margin (a non-GAAP financial measure) for the third quarter of 2025 was 60.2%, in line with the prior-year period.

• Annualized return on invested capital (ROIC) (a non-GAAP financial measure) for the third quarter of 2025 was 21%.

• Annualized Return on equity (ROE) (a non-GAAP financial measure) for the third quarter of 2025 was 22%.

• Annualized Turnover Ratio (a non-GAAP financial measure) for the third quarter of 2025 was 2.0x, in-line with the previously announced long-term target of 1.5x to 2.0x. This compares to the 2.3x Turnover Ratio, a KPI introduced in the second quarter of 2025.

• Average Realized Gain (a non-GAAP financial measure) for the third quarter of 2025 was 37%. This compares to 26.3%, as first reported in the second quarter of 2025.

• Abacus was added to the Russell 2000® and 3000® Indexes, effective September 22, 2025, enhancing visibility and access to institutional investors.

• Subsequent to quarter end, Abacus announced the strategic acquisition of AccuQuote, a premier online life insurance brokerage company. The accretive acquisition adds a new digital origination funnel to the Abacus platform, expanding client lifecycle coverage, and supporting accelerating growth in policy origination and asset acquisition volumes.

• Most recently, Abacus announced a $50 million securitized asset-backed rated note of life insurance assets, structured as an above-investment-grade collateralized note. This milestone transaction marks the beginning of a scalable and recurring funding mechanism.

Read the full $ABL earnings press release here:
https://t.co/HijgdHz8cz

[Abacus Global Management @AbacusGM]

$ABL Chairman & CEO Jay Jackson on @substack: "The Power of Uncorrelated Diversification During Market Volatility" | @LMInvestor

"In an investment landscape characterized by increasing correlation across traditional asset classes, lifespan-based products represent a unique opportunity derived from actuarial mathematics rather than unpredictable economic winds."

Read the full article and subscribe to Jay Jackson's Substack here:
https://t.co/zd8Ndor1L8

[Cboe @Cboe]

Seeking to provide a strategic hedge against inflation, the Abacus FCF Real Assets Leaders ETF $ABLD, offers a diversified portfolio of real asset equities, spanning from industrials, materials, real estate and energy sectors. Learn more about $ABLD in this clip with Fei Xue, VP - ABL Wealth at Abacus Life.

Learn more about Abacus @FCFadvisors' #CboeListed ETFs: https://t.co/bCh5W7bwBB

[Cboe @Cboe]

The Abacus FCF International Leaders ETF $ABLG is designed to deliver a portfolio of the most profitable international large- and mid-cap stocks and ADRs. Gain insights into the methodology driving #ABLG’s strategy in this clip with Fei Xue, VP, ABL Wealth at Abacus Life.

Learn more about Abacus @FCFadvisors' #CboeListed ETFs: https://t.co/bCh5W7bwBB

[Cboe @Cboe]

In this clip, Vince (Qijun) Chen, VP of Public & Portfolio Management at Abacus FCF Advisors, introduces the Abacus FCF Innovation Leaders ETF $ABOT. Focusing on companies driving disruptive innovation, $ABOT aims to deliver sustainable growth potential with robust risk management.

Learn more about Abacus FCF Advisors' (@FCFAdvisors) #CboeListed ETFs: https://t.co/bCh5W7bwBB

[Abacus Global Management @AbacusGM]

Abacus Global Management to Announce Second Quarter 2025 Financial Results on Thursday, August 7, 2025

"@AbacusGM ('Abacus' or the 'Company') (@Nasdaq: $ABL), a leader in the alternative asset management space, today announced it will release its second quarter 2025 financial results after the market closes on Thursday, August 7, 2025.

Abacus will hold a conference call to discuss the financial results at 5:00 pm Eastern Time on August 7, 2025. A live webcast of the conference call will be available on Abacus’ investor relations website at https://t.co/lepsV0OxVa. The dial-in number for the conference call is [phone] (toll-free) or [phone] (international). Please dial the number 10 minutes prior to the scheduled start time.

A webcast replay of the call will be available at https://t.co/lepsV0OxVa for one year following the call."

Read the full press release here:
https://t.co/gcL6D8aicr

[Abacus Global Management @AbacusGM]

Abacus Global Management $ABL Announces Commencement of Exchange Offer and Consent Solicitation Relating to Warrants

“@AbacusGM, Inc. (‘Abacus’ or the ‘Company’) (@Nasdaq: $ABL), a leader in the alternative asset management space, today announced that it has commenced an exchange offer (the ‘Offer’) and consent solicitation (the ‘Consent Solicitation’) relating to its (i) outstanding public warrants (the ‘public warrants’) and (ii) outstanding private placement warrants (the ‘private placement warrants’ and, together with the public warrants, the ‘warrants’) to purchase shares of common stock, par value $0.0001 per share, of the Company (‘common stock’).

Read the full press release:
https://t.co/boogUi4VQJ

[Abacus Global Management @AbacusGM]

We are 24 hours away from the $ABL Investor Day and Longevity Summit!

Register via the link below for the virtual livestream broadcast beginning at 9:30AM EST:

https://t.co/I0lx6dyaiq

[Abacus Global Management @AbacusGM]

Abacus Global Management Responds to False Short Report – Revenues Consistent with 20-Year Track Record

"Abacus Global Management, Inc. (“Abacus” or the “Company”) (Nasdaq: $ABL), a leader in the alternative asset management space, today provided the following response to a false and misleading short attack.

Abacus has been buying and selling life insurance policies for over two decades with long-standing and trusted counter-party relationships. If Abacus used flawed data causing over-valuation of the underlying insurance product assets, the Company would be going out of business, not consistently producing positive realized returns. As highlighted in the first quarter 10-Q Abacus filed on May 8, 2025, Abacus realized gains of nearly 40% while deploying capital of 126 million. These realized gains were within a margin of error of 2% of the mark from the prior quarter.

'Our returns and valuation are audited, and consistent with a 20-year track record of generating positive revenue. This is a copy and paste of fiction from our largest competitor, who has been shopping this story for months. Our success and growth put a bullseye on us, that’s fine – we are going to continue to grow,' said Jay Jackson, Chief Executive Officer at Abacus Global Management.

Abacus is highly regulated in nearly every state, and Abacus is the only top player in the category that is publicly traded, receiving higher scrutiny than our privately-held competitors.

Abacus will be producing a more detailed response to the inaccurate and false claims made by the short seller in the coming days.

Abacus is committed to pursuing all available legal remedies against the individuals and entities responsible for orchestrating and disseminating the false and misleading short attack."

https://t.co/3mNmm4kEjl

[Abacus Global Management @AbacusGM]

"The Power of Uncorrelated Diversification During Market Volatility"
@AbacusGM $ABL Chairman & CEO Jay Jackson | @LifeRiskNews

In times of market volatility, uncorrelated diversification proves to be a powerful strategy for managing risk and preserving capital. By spreading investments across assets that do not move in tandem, investors can reduce portfolio swings and enhance stability amid uncertain economic conditions.

This approach underscores the importance of thoughtful asset allocation and underscores how embracing diversification beyond traditional assets can lead to more resilient investment outcomes.

Read more about the benefits of uncorrelated diversification and how it can help navigate turbulent markets below:

https://t.co/9pRzLOfn3L

[Abacus Global Management @AbacusGM]

Abacus Global Management $ABL Well-Positioned Amid Market Volatility

"Abacus Global Management ('Abacus' or the 'Company') (NASDAQ: $ABL), a leader in the alternative asset management space, commented on the ongoing macro environment, noting that it remains well-positioned to capitalize on current market volatility, according to Chairman and Chief Executive Officer Jay Jackson.

The Company’s unique business model provides it with clear strategic advantages in uncertain market conditions.

In a recent earnings call, Mr. Jackson highlighted two key factors driving the Company’s strong position:

First, market uncertainty typically prompts individuals and their financial advisors to seek alternative liquidity sources. Many clients discover untapped value in their life insurance policies that Abacus can help them access needed liquidity, creating increased origination opportunities during volatile periods.

Second, during times of market turbulence, investors increasingly seek uncorrelated alternative assets to diversify their portfolios. Abacus’ specialized offerings, including fourth and fifth round funds, have attracted significant interest from registered investment advisors looking for differentiated yield products for their clients.

The recent acquisition of Carlisle Management Company further strengthens Abacus’ market position by expanding its product lineup. Carlisle’s GP/LP-style funds have generated particularly strong demand from advisors seeking alternative investment options.

This dual advantage—serving both consumers seeking liquidity and investors pursuing uncorrelated assets—creates a resilient, cycle-tested business model.

Additionally, Abacus’ balance sheet and liquidity position remain strong with cash and cash equivalents of $128.8 million and balance sheet policy assets of $371.4 million as of December 31, 2024, and it continues to have availability under its share repurchase program."

Continue reading:

https://t.co/OpEJm3xnIw

[Abacus FCF Advisors @FCFadvisors]

Alpha is a measure of the active return on an investment, the performance of that investment compared with a suitable market index.

[Abacus FCF Advisors @FCFadvisors]

Thrilling update: $CORT, our top holding in the $ABLS ETF, surges 100%+ after a Phase 3 win for Relacorilant in Cushing’s syndrome. This single-day surge contributed to ABLS outperforming the Russell 2000 by 6%, showcasing the power of our Free Cash Flow Leaders" strategy.

[Abacus FCF Advisors @FCFadvisors]

Investments in the Fund include risks associated with small-and mid-cap securities, which involve limited liquidity and greater volatility than large-cap securities.