Listed Funds Trust - Grizzle Growth ETF (GRZZ)

Overview

The fund is designed with a forward-looking investment strategy, emphasizing growth, innovation, and the potential for disruption across global markets. It operates as an actively-managed exchange-traded fund (ETF) that aims to provide investors with exposure to a curated portfolio of equity securities. By focusing on companies that are poised for significant growth or are leading the way in innovative practices and disruptive technologies, the fund seeks to offer a unique investment opportunity. Its approach is underpinned by a rigorous selection process, targeting 30 to 60 equity securities that span a variety of sectors and geographical regions, including both U.S. and foreign issuers. Despite its broad mandate, the fund is classified as non-diversified, which implies a concentrated investment approach, potentially increasing its volatility but also allowing for higher growth potential under the right market conditions.

Products and Services

• Actively-Managed ETF

This ETF is actively managed, meaning that it employs a team of investment professionals who make ongoing decisions about which equity securities to buy, hold, or sell within the fund's portfolio. Unlike passive ETFs that aim to replicate the performance of a specific index, this actively-managed ETF seeks to outperform the market through strategic investments in selected companies. The fund primarily invests in equity securities, including common stocks and depositary receipts, of companies that demonstrate significant growth potential, are leading in innovation, or are causing disruption in their respective fields.

• Equity Securities Portfolio

The fund's equity portfolio is carefully constructed to include a mix of 30 to 60 equity securities from both U.S. and foreign issuers across various market capitalizations. This selection strategy ensures a diversified range of investment opportunities that span multiple industries and geographical regions. Although the fund is non-diversified, meaning it may concentrate its investments in fewer securities than a diversified fund, this approach allows the fund to potentially capitalize on significant growth opportunities within the rapidly evolving landscape of innovation and disruption.