GRZZ

Grizzle Growth ETF

WHY INVEST IN GRZZ?

The Grizzle Growth ETF invests in key growth themes across multiple sectors. The ETF is actively managed with a rigour focus on investment process, portfolio construction and risk management.

Growth, Innovation & Disruption at a Reasonable Price

The GRZZ ETF will seek growth through innovation and disruption, targeting companies that we believe have the potential to generate attractive revenue growth and whose revenues and earnings are expected to increase at a faster rate than that of the overall market.

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GRZZ ETF Growth Themes

EFT Sectors
EFT Sectors

Investment Strategy

GRZZ is an actively managed ETF that seeks long-term capital appreciation through companies focused on growth, innovation, and disruption. The fund will seek to identify future leaders in the following key growth themes, including but not limited to: Digitization & Cloud Computing, Energy Security and Health & Consumer.

The GRZZ ETF will seek growth, innovation and disruption at a reasonable price, targeting companies that have the potential to generate substantial revenue growth and whose revenues and earnings are expected to increase at a significantly faster rate than that of the overall economy. We focus on cashflow inflection 4-6 years in the future.



DARP Cashflow


Meet the Portfolio Managers

Grizzle Growth is managed by Thomas George, CFA and Scott Willis, CFA. The portfolio managers have significant institutional fund management experience in high growth and volatile asset classes such as commodities, technology, and renewables.

Both Mr. George and Mr. Willis have been featured on numerous financial programs including CNBC, Fox Business, CBC and Bloomberg. Their research has been published in major national publications such as Business Insider, The Globe and Mail, San Francisco Chronicle and Zero Hedge among others.

Thomas George

Thomas George, CFA
Portfolio Manager

He began his career in 2002 at TD Asset Management. He held various roles, including Head of Resource Investments, Head of ESG Research and Investing and Portfolio Manager of the TD Resource Fund, TD Energy Fund, TD Precious Metals Fund and TD Sustainability Fund. Mr. George graduated from The University of Waterloo in 2002 with an Honors Bachelors in Environmental Engineering. He is a CFA Charterholder.


Scott Willis

Scott Willis, CFA
Portfolio Manager

He began his career at BNY Mellon, managing portfolios for ultra-high net worth individuals. Mr. Willis later joined Credit Suisse, where he was an analyst covering the energy sector with a focus on exploration and production, refining and oilfield services. He later joined TD Asset Management, where he was a fixed income analyst covering the energy, industrials and transportation sectors. Mr. Willis graduated from Bucknell University in 2006 with a degree in Economics. He is a CFA Charterholder.

GRZZ ETF Details

10/04/2022

Ticker
GRZZ
CUSIP
53656F243
Primary Exchange
NYSE
AUM
$1,095,383.00
Shares Outstanding
50,000
 
Launch
12/17/21
# of Holdings
46
ETF Options
No
Securities Lending
No

NAV

Net Asset Value
$21.91
Change ($)
$0.84

Market Price

Closing Price
$21.90
Change ($)
$0.83
 
 
 

GRZZ

As of 10/04/2022

SINCE INCEPTION

12/17/2021

Expense Ratio
0.75%

Top 10 Holdings

As of 10/05/2022

Ticker Name Weight (%) Shares Share Price Market Value
NEE NEXTERA ENERGY INC 9.53% 1,260 $82.82 $104,353.20
GOOGL ALPHABET INC 9.02% 972 $101.64 $98,794.08
AAPL APPLE INC 5.44% 408 $146.10 $59,608.80
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 5.20% 584 $97.49 $56,934.16
MSFT MICROSOFT CORP 5.18% 228 $248.88 $56,744.64
META META PLATFORMS INC 5.15% 402 $140.28 $56,392.56
EQT EQT CORP 5.10% 1,243 $44.91 $55,823.13
CVS CVS HEALTH CORP 5.03% 548 $100.52 $55,084.96
ADBE ADOBE SYSTEMS INCORPORATED 4.74% 176 $294.97 $51,914.72
AMZN AMAZON COM INC 4.43% 401 $121.09 $48,557.09

FUND DOCUMENTS

Quarterly Investor Letters

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Premium/Discount

As of 10/04/2022

NAV
21.91
Premium / Discount
-0.06%
30-Day Median Bid Ask Spread
0.51%

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