Golden Eagle Dynamic Hypergrowth ETF (HYP)

Overview

This company operates an actively-managed Exchange-Traded Fund (ETF) dedicated to achieving capital appreciation for its investors. The fund's investment strategy is centered around "hypergrowth companies," which are identified by their impressive year-over-year sales growth rate of at least 40% in the most recently reported fiscal quarter. The management team retains flexibility to identify and include companies that exhibit the potential to become hypergrowth. Although the primary focus is on stocks listed in the U.S. market, the ETF may also invest in non-U.S. companies that are accessible via U.S. listings or American Depository Receipts (ADRs). The portfolio is carefully curated and is expected to consist of approximately 60 to 80 different securities, with the investment positions being rebalanced on a monthly basis to align with the evolving market conditions and growth opportunities.

Products and Services

• Actively-Managed ETF

  This flagship product focuses on capital appreciation by investing significantly in the stocks of companies recognized for their rapid sales expansion. The active management approach allows the fund to adapt quickly to market shifts and emerging growth trends, enhancing the potential for returns.

• Investment Strategy

  The ETF utilizes a strategy that prioritizes companies with a year-over-year sales growth rate of at least 40%. This distinctive criterion helps in selecting stocks that are at the forefront of innovation and market demand, ensuring a portfolio that is rich in high-growth possibilities.

• Monthly Rebalancing

  To maintain alignment with the defined investment objectives and to capitalize on changing market dynamics, the fund undergoes monthly rebalancing. This process ensures that the portfolio remains concentrated in top-performing securities, optimizing growth potential.

• Inclusion of ADR and Non-U.S. Companies

  While the main focus is on U.S.-listed securities, the ETF is also open to investments in non-U.S. companies, which are accessible through U.S. listings or ADRs. This broadens the potential pool of investment opportunities, allowing for greater diversification and the possibility of capturing growth in international markets.

• Focused Sector Exposure

  The ETF’s approach may result in concentrated investments in particular sectors that are demonstrating exceptional growth characteristics. By targeting sectors with significant upward momentum, the fund aims to maximize returns while maintaining a manageable level of risk.