The Grizzle Investment Management LLC is the issuer of the GRZZ ETF, an actively managed exchange-traded fund. Established to focus on growth, innovation, and disruption, the fund seeks to invest in companies leading the way in various key growth themes, including Digitization and Cloud Computing, Future Media and Entertainment, Health and Wellness, and Sustainability and Energy Transition. The Adviser utilizes proprietary internal fundamental research and analysis to identify promising companies within these sectors and employs a quantitative screening overlay to identify prospective investments. The GRZZ ETF's portfolio is expected to consist of 30 to 60 equity securities, both domestic and foreign, with opportunistic options strategies to enhance returns and manage risk. As of the date of this Prospectus, the fund has significant exposure to Communication Services, Energy, Information Technology, and Materials sectors and is considered non-diversified, allowing for concentrated investments.
The Grizzle Growth ETF (GRZZ) focuses on investing primarily in equity securities of companies with a strong emphasis on growth, innovation, and disruption. While the fund's primary goal is not centered around dividends, it still participates in dividend distributions based on the performance of the underlying portfolio. GRZZ typically distributes dividends on a periodic basis, influenced by the dividend policies of the constituent companies within its portfolio. Investors interested in the potential for capital appreciation and exposure to innovative industries may find GRZZ to be a suitable investment option, albeit with a limited emphasis on dividend income.
The GRZZ Tracking ETF is actively managed and primarily invests in equity securities of companies poised for growth, innovation, and disruption. It focuses on key growth themes, including Digitization and Cloud Computing, Future Media and Entertainment, Health and Wellness, and Sustainability and Energy Transition. Within these themes, GRZZ Tracking targets subsectors like Electric Vehicles, Cannabis, Online Gambling, Media and Streaming Services, and more. The fund's strategy relies on proprietary research and analysis to identify promising companies and may utilize options to enhance returns and manage risk effectively. While its sector exposure may vary, it currently has significant holdings in Communication Services, Energy, Information Technology, and Materials sectors, making it an appealing choice for investors seeking exposure to innovation and disruptive trends.
The correlation aspect of the Grizzle Growth ETF (GRZZ) is essential for investors looking to understand its behavior in relation to the themes and subsectors it focuses on. With a primary focus on growth, innovation, and disruption, GRZZ aims to identify future leaders in key growth themes such as Digitization and Cloud Computing, Future Media and Entertainment, Health and Wellness, and Sustainability and Energy Transition. This targeted approach can result in varying correlations with different sectors and industries. Investors seeking to make informed decisions about GRZZ can use ETF Insider's web app to study its correlations with various sectors and gain deep insights into its portfolio's overlap with specific themes.
The Grizzle Growth ETF (GRZZ) primarily focuses on companies within the technology sector, particularly those involved in software as a service, microprocessors, robotics, and autonomous technologies. Additionally, GRZZ explores opportunities in renewable energy, green technology, electric metals, and infrastructure, aiming to capitalize on the growth of the infrastructure and renewable energy ecosystems. Grizzle Investment Management LLC utilizes its proprietary research and analysis to identify companies with significant growth potential within these sectors, aiming to provide investors with exposure to cutting-edge technologies and sustainable innovations. However, investors should be aware that the fund may have concentrated exposure to specific industries, potentially leading to higher volatility.
The exposure characteristic of the GRZZ ETF, managed by Grizzle Investment Management LLC, revolves around an actively managed approach that focuses on companies poised for growth in various innovative sectors. This ETF seeks to capitalize on key growth themes, including Digitization and Cloud Computing, Future Media and Entertainment, Health and Wellness, and Sustainability and Energy Transition. Within these themes, GRZZ targets subsectors like Electric Vehicles, Cannabis, Online Gambling, Media and Streaming Services, Renewable Energy, Biotechnology, Software as a Service, and more. The ETF's unique approach combines fundamental research, analysis, and quantitative screening to identify and invest in companies driving innovation and disruption within these sectors. While the Fund's sector exposure may evolve over time, it currently exhibits significant positions in Communication Services, Energy, Information Technology, and Materials sectors.
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