“Hypergrowth” is a multi-sector phenomenon but conventional growth ETFs often leave investors overexposed to narrow subset of large-cap tech names; HYP’s Portfolio Management team brings 40 years of experience in identifying fast-scaling businesses, combining deep expertise with a systematic process
DELRAY BEACH, Fla.–(BUSINESS WIRE)–Golden Eagle Strategies, LCC, an investment management firm focused on identifying untapped opportunities in growth equities, is today introducing its first Exchange Traded Fund: the Golden Eagle Dynamic Hypergrowth ETF (HYP).
This new ETF, which is actively managed, is designed to provide investors with targeted exposure to a portfolio of U.S.-listed companies that are achieving annual revenue growth of 40% or more. Companies that attain this level of sales growth are identified via the team’s proprietary screening process, which covers thousands of U.S.-listed stocks to uncover true hypergrowth opportunities.
Crucially, HYP is also multi-sector in its exposure, a key point of differentiation for the Fund amidst the “sea of sameness” that the U.S. growth ETF universe has become.
“Just because advancements in technology may be driving growth, does not mean the only opportunities in growth equities must be in tech,” said Marc Zuccaro, Managing Principal and Portfolio Manager with Golden Eagle Strategies. “Healthcare, energy and industrials are just three of the areas of our economy where Hypergrowth Stocks can be found. These hypergrowth businesses have historically outperformed broader benchmarks but have tended to be underweighted or may have been overlooked by traditional growth ETFs that focus on established incumbents rather than emerging leaders. That’s why we’re so excited to be launching HYP, to fill the hypergrowth hole in so many portfolios.”
HYP utilizes a disciplined, data-driven approach to identify the top tier of U.S.-listed companies based on sales growth velocity. From a starting point that includes thousands of stocks, the strategy narrows that universe down significantly by assessing revenue trajectory and momentum, while liquidity thresholds are also in place seeking to screen out thinly traded equities. The result is a portfolio made up of companies exhibiting compelling top line revenue growth, diversified across sectors and balanced for liquidity and concentration.
“HYP’s portfolio will include 60-80 names. What it won’t include is overexposure to the legacy benchmarks or ‘Magnificent 7.’ Investors are already typically overexposed to those types of investments,” said Robert Zuccaro, Founder and Chief Investment Officer with Golden Eagle Strategies. “It’s time to start a new conversation about where many investors should be seeking growth, and we are thrilled to be kicking off this conversation with the launch of HYP.”
For more information on the HYP ETF, please visit HypergrowthETF.com.
Golden Eagle Strategies has also built a robust educational website providing a range of insights into what hypergrowth is, what it isn’t, and where investors might be able to find it. Those resources can be found at InvestingInHypergrowth.com.
About Golden Eagle Strategies
Golden Eagle Strategies is a boutique investment advisory firm that specializes in growth equities. We regard ourselves as stock scientists, always scratching beneath the surface, mining data and running studies in seeking to identify the common threads of top performing stocks in pursuit of superior performance. Over the course of four decades, we have developed new insights that challenge conventional thinking. These counterintuitive findings form the foundation of our differentiated investment approach. Today, we focus on Hypergrowth Stocks – a dynamic and powerful asset class that emerged in 2008 and has since outperformed every major equity category.
IMPORTANT DISCLOSURES
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus and summary prospectus contain this and other important information about the investment company. Please read the prospectus and/or summary prospectus carefully before investing. Hard copies can be requested by calling +1 855-994-4866 or can be found on the website HypergrowthETF.com.
Investing involves risk, including the possible loss of principal. As an ETF, the Fund’s shares may trade at a premium or discount to NAV. Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions and bid-ask spreads may reduce returns. There is no guarantee that the Fund’s investment strategy will be properly implemented, and an investor may lose some or all of its investment. The Fund, the Trust, the Adviser, the Sub-Adviser, and their respective affiliates make no representation as to the performance of any index. The Fund, Trust, Adviser, and Sub-Adviser are not affiliated with, nor endorsed by, any index.
The Fund defines a company as a ‘Hypergrowth Stock’ if it has year-over-year revenue growth of at least 40% in the latest reported fiscal quarter.
Distributed by Foreside Fund Services, LLC.
Contacts
Chris Sullivan/Veronica Pasko
Craft & Capital
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