WHY INVEST IN DARP?
The Grizzle Growth ETF invests in key growth themes across multiple sectors. The ETF is actively managed with a rigorous focus on investment process, portfolio construction and risk management.
Growth, Innovation & Disruption at a Reasonable Price
The DARP 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.
DARP is an actively managed ETF that seeks long-term capital appreciation through companies focused on growth, innovation, and disruption. The Fund seeks to identify future leaders in the following overarching key growth themes including, but not limited to: Digitization and Cloud Computing, Future Media and Entertainment, Health and Wellness, and Sustainability and Energy Transition.
The DARP ETF will seek growth, innovation and disruption at a reasonable price, targeting companies that have the potential to generate above average revenue growth and whose revenues and earnings are expected to increase at a faster rate than that of the overall economy. We focus on cashflow inflection 4-6 years in the future.
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, CFA
Portfolio Manager
He began his career in 2002 at TD Asset Management. He held various roles, including Head of Resource Investments, head of equity portfolio analytics research, Portfolio Manager of the TD Resource Fund, TD Energy Fund, TD Precious Metals 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, 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.
05/09/2025
As of 05/09/2025
12/17/2021
The performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted. The investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than their original cost. Returns less than one year are not annualized. For the most recent month-end performance, please call (267) 419-7469.
Shares are bought and sold at market price (closing price), not net asset value (NAV), and are individually redeemed from the Fund. Market performance is determined using the bid/ask midpoint at 4:00pm Eastern time when the NAV is typically calculated. Brokerage commissions will reduce returns.
As of 05/12/2025
| Ticker | Name | Weight (%) | Shares | Share Price | Market Value |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | 16.54% | 5,445 | $116.65 | $635,159.25 |
| META | Meta Platforms Inc | 8.04% | 521 | $592.49 | $308,687.29 |
| GOOGL | Alphabet Inc | 7.13% | 1,793 | $152.75 | $273,880.75 |
| VRT | Vertiv Holdings Co | 5.96% | 2,432 | $94.06 | $228,753.92 |
| MSFT | Microsoft Corp | 4.98% | 436 | $438.73 | $191,286.28 |
| AMZN | Amazon.com Inc | 4.31% | 857 | $193.06 | $165,452.42 |
| AAPL | Apple Inc | 4.30% | 833 | $198.27 | $165,158.91 |
| GEV | GE Vernova Inc | 4.04% | 389 | $399.26 | $155,312.14 |
| ANET | Arista Networks Inc | 3.81% | 1,690 | $86.52 | $146,218.80 |
| TT | Trane Technologies PLC | 3.50% | 332 | $404.73 | $134,370.36 |
ETF holdings and allocations are subject to change at any time and should not be interpreted as an offer of these securities.
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