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
- 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.
- LinkedIn: Henry Jim
- henry@etfhearsay.com
- Twitter: @ETFhearsay
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