ETF Hearsay
Friday, April 16, 2021

New ETF filed: CG Hydrogen Age ETF

CG Hydrogen Age ETF

Ticker: HAGE

Exchange: TBD

Expense ratio: TBD

Original filing date: April 16, 2021

Effective date: June 30, 2021

Listing Date: TBD

CUSIP: TBD

Active: Yes

Index / Benchmark: Not Applicable

 

Investment Objective: Seeks long-term growth of capital.

Investment Strategy / Index Methodology:

Companies that will benefit from increasing hydrogen adoption in the global economy: 

  • make products and offer services specifically related to hydrogen adoption, 
  • implement hydrogen solutions as part of their existing operations in the pursuit of decarbonization objectives and corporate growth

UNIVERSE

  • Global securities
  • Limit of 10% of AUM to Emerging Market countries
PROCESS

  • Identify sectors impacted by adoption of hydrogen infrastructure
  • Proprietary fundamental and quantitative analysis to select 40 - 50 stocks.

Constituents: 40 - 50 stocks

Adviser: Empowered Funds, LLC

Sub-Adviser: Pacific Green Hydrogen LLC

Portfolio Managers: Roger Mortimer, Brandon Koepke

Administrator: U.S. Bancorp Fund Services, LLC, doing business as U.S. Bank Global Fund Services

Fund accountant: U.S. Bancorp Fund Services, LLC, doing business as U.S. Bank Global Fund Services

Transfer agent: U.S. Bancorp Fund Services, LLC, doing business as U.S. Bank Global Fund Services

Custodian: U.S. Bank National Association

Distributor: Quasar Distributors, LLC

Legal counsel: Pellegrino, LLC

External accounting: TBD

Compliance: TBD


Prospectus is here.



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About Henry Jim Henry is a senior ETF Product Developer who has launched over 100 ETFs in the USA, Canada, Latin America, and the UK. He has launched global equity and fixed income, non-indexed , currency-hedged, factor ETFs, and tax-sheltered private equity / venture capital funds. HEARSAY stands for Henry’s ETF Alert, Research, and Strategic Analysis sYstem.

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