GRW

GRW actively invests in US and foreign companies that benefit from economic transformation resulting from technological innovations, market dynamics, and/or changes in client preferences. These companies are also identified to show long-term growth, quality, and durability characteristics. The fund may hold securities of firms of any size but may tilt heavily to large-caps. In determining eligible securities, a proprietary framework incorporating fundamental analysis with quantitative and thematic data is utilized. The adviser also evaluates financially material ESG and other risk factors to assess a company's value and potential risks. The final portfolio will comprise of approximately 25 to 40 companies, all with competitive advantages. On May 6, 2024, the fund reorganized from a mutual fund to an ETF structure starting with $182.33 million in assets.