Brett Barakett’s Tremblant Capital Launches Actively Managed ETF

New investment vehicle combines more than two decades of experience investing clients’ capital with the tax advantages and innovation of an exchange-traded fund

NEW YORK–(BUSINESS WIRE)–Tremblant Capital (“Tremblant”), a global public equity investment firm founded by Brett Barakett in 2001, has launched the Tremblant Global ETF under the ticker “TOGA” on the New York Stock Exchange. TOGA is an actively managed ETF that seeks long-term capital appreciation by leveraging Tremblant’s fundamental research and global investment management expertise.

TOGA seeks to identify investments in two categories: companies undergoing disruptive consequential change, and durable long-term growth businesses. The strategy aims to capture compelling growth in free cash flows that are often underappreciated by other market participants. Tremblant’s investment process generally utilizes a combination of business model assessment, financial model analysis, proprietary data science research, and deep industry knowledge. TOGA willgenerally hold 30-50 positions in developed markets, with an emphasis on large-mid cap companies.

“TOGA is an important milestone in the continued evolution of our firm as it combines Tremblant’s 23 years of experience investing our clients’ capital with the tax advantages and innovation of an ETF,” said Brett Barakett, Chairman and Chief Investment Officer. “We believe this ETF provides investors with important benefits in that it increases the power of compounding through its tax efficiency, while offering liquidity, transparency, and ease of use.”

Mr. Barakett’s investment career spans three decades and numerous market cycles. He, along with the firm’s four senior investment partners have worked together extensively for nearly 20 years and possess a proven track record of recognizing and evaluating compelling opportunities.

Mr. Barakett added, “Our team focuses on delivering long-term value through our analytical approach and sector expertise. Our people and investment process continue to be our most critical assets.”

About Tremblant Capital:

Tremblant Capital is a global public equity investment firm founded by Brett Barakett in 2001. With a strong emphasis on deep fundamental research, sector expertise, and a variant long-term perspective, Tremblant offers several public equity strategies designed to provide superior differentiated returns. Tremblant is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser and designated as Qualified Professional Asset Manager under ERISA regulations. For more information, please visit www.tremblantcapital.com.

For additional information on TOGA, please visit www.TremblantETF.com.

Disclosures

An investor should consider the investment objectives, risks, and charges and expenses of TOGA (the “Fund”) carefully before investing. The Prospectus, which contains this and other information about the Fund, may be obtained by visiting www.tremblantetf.com. Please read the prospectus carefully before investing.

Tremblant Advisors LP, a subsidiary of Tremblant Capital LP, is the investment adviser to TOGA. The Tremblant Global ETF is distributed by Quasar Distributors, LLC.

Investing in ETFs involves risk, including potential loss of principal. American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) are subject to the risks associated with investing directly in foreign securities. In addition, investments in ADRs and GDRs may be less liquid than the underlying shares in their primary trading market. Investments in emerging markets securities are considered speculative and subject to heightened risks in addition to the general risks of investing in foreign securities. Fund investments in foreign currencies and securities denominated in foreign currencies are subject to currency risk. 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. A new or smaller fund is subject to the risk that its performance may not represent how the fund is expected to or may perform in the long term. In addition, new funds have limited operating histories for investors to evaluate and new and smaller funds may not attract sufficient assets to achieve investment and trading efficiencies. The Fund is an ETF, which is a fund that trades like other publicly-traded securities. ETFs may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market prices (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund is not an index fund.

Contacts

Tremblant Capital:
Tremblant Investor Relations
tremblantinvestorrelations@tremblantcapital.com
+1 212 303 7358

Media:
Mike Geller
Prosek Partners
mgeller@prosek.com

Published on May 3, 2024

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