Skip to content

Search for:

GFGF ETF
News
FAQs
Contact
Advisor Site

NewsBlair Zhang2023-01-13T15:07:52-05:00

Fund News

2022 Shareholder Letter for Guru Favorite Stocks ETF (GFGF)
GuruFocus Announces Launch of Guru Favorite Stocks ETF

Fund Videos

The fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory prospectus contains this and other important information about the investment company, and it may be obtained by calling 215-882-9983 or visiting www.GuruFocusETF.com/gfgf/. Read it carefully before investing.

Investments involve risk. Principal loss is possible. The Fund is a new ETF with limited operating history to evaluate. The Fund is actively managed and may not meet its investment objective based on the Adviser’s success or failure to implement investment strategies for the Fund.

ETFs may trade at a premium or discount to their net asset value. Redemptions are limited and often brokerage commissions are charged on each trade which may reduce returns.

The Sub‐Adviser considers a Guru to be a prominent long‐term investor and must have a long‐term, publicly available, track record of at least ten years. In addition, the Guru must follow an investment strategy of investing in companies that the Guru considers to be high‐quality. Securities recommended for the Fund is based on publicly available information, however, it may not always reflect real‐time portfolio holdings. As a result, the Fund may purchase or retain securities that are no longer favored by the Gurus, which may hurt the Fund’s performance.

The Fund may be subject to quantitative security selection risk. Data for some companies may be less available or current and could perform differently from the financial markets as a whole. Because the Fund’ portfolio is reconstituted on a semi‐annual basis, the Fund’ market exposure may be affected by significant market movements following a reconstitution or may lag a significant change in the market's direction. Such lags between market performance and changes to the Fund’s exposure may result in significant underperformance relative to the market.

The fund may invest in medium‐capitalization companies which may be subject to greater risks than large company stocks due to limited resources and inventory as well as more sensitivity to adverse market conditions.

The Fund is distributed by Quasar Distributors, LLC. The Fund investment advisor is Empowered Funds, LLC, which is doing business as EA Advisers. The Fund sub-advisor is GuruFocus Investments, LLC.

EA Advisers is a research-intensive asset management firm with a focus on high-conviction factor exposures. EA Advisers empowers investors through education. We believe in transparency, systematic evidence-based decision making, and forming win-win client relationships.

GuruFocus Investments, LLC is a research and data-intensive asset management firm that focuses on fundamental research and learning from the best investors in the world. We believe that this approach, which we call “standing on the shoulders of the giants” is the key to investing success.

© Copyright 2012 - | Home | Advisor Home | Privacy Policy | Contact Us | All Rights Reserved

Go to Top