Mango Growth ETF (GARY)

Overview

GARY is an investment fund specializing in the pursuit of long-term capital growth by managing a curated portfolio of US large-cap stocks that demonstrate strong growth potential. The fund adopts a quantamental approach, which merges quantitative analysis—focusing on momentum, valuation, sentiment, and technical factors—with rigorous fundamental research that assesses competitive positioning, management quality, and overall valuation metrics. While the emphasis remains on large-cap stocks, the fund retains the flexibility to invest in mid- and small-cap companies that exhibit notable growth opportunities. GARY is structured with a long-term investment strategy but retains the ability to liquidate holdings when specific quantitative or fundamental benchmarks no longer align with its investment criteria. It operates as a non-diversified fund, which allows for larger commitments to fewer select companies compared to more diversified funds.

Products and Services

• Active Portfolio Management

  The fund actively manages its holdings to optimize portfolio performance, continuously assessing both quantitative and qualitative factors to inform buy and sell decisions, ensuring alignment with long-term growth objectives.

• Quantamental Methodology

  GARY's unique investment strategy integrates both quantitative analysis and fundamental research, providing a well-rounded approach to stock selection that captures the strengths of both methodologies.

• Large-Cap Stock Specialization

  The core focus is on US large-cap stocks, leveraging their scale and stability while capitalizing on their growth potential to drive capital appreciation over time.

• Mid- and Small-Cap Investment Opportunities

  Despite its primary focus, GARY remains open to mid- and small-cap investments that may have significant growth prospects, allowing for a diversified range of investment opportunities within its portfolio.

• Long-Term Investment Horizon

  The fund is designed for investors seeking long-term capital appreciation, with an investment approach that prioritizes sustained growth over short-term market fluctuations.

• Non-Diversified Structure

  GARY operates as a non-diversified fund, enabling it to hold larger concentrations in fewer companies, which can lead to higher returns but also comes with increased risk.