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WELLESLEY, Mass., September 09, 2024–(BUSINESS WIRE)–Twin Oak ETF Company (“Twin Oak”), a tax aware investment firm, launched its first fund, the Twin Oak Short Horizon Absolute Return ETF (Ticker: TOAK), which began trading on the NYSE Arca, Inc. on August 20, 2024. The actively managed ETF seeks to generate an absolute return with low volatility with maturities shorter than one year.
Built for family offices and tax sensitive investors, Twin Oak believes its new offering represents a significant advancement in the active ETF market. “We are thrilled to be able to provide our clients with an easy-to-access investment vehicle that combines institutional quality portfolio management with the simplicity and tax efficiency of an ETF,” said Zach Wainwright, CEO of Twin Oak ETF Company.
The Twin Oak Short Horizon Absolute Return ETF (Ticker: TOAK) marks the first product launched by Twin Oak and is managed by Zach Wainwright and Greg Stoner, a Managing Director at Twin Oak. Designed for families and backed by family offices, Twin Oak is committed to building institutional investment solutions through a tax aware lens.
“Our goal at Twin Oak is to democratize access to innovative investment solutions,” said Wainwright. “We work in partnership with families and tax sensitive investors to develop those strategies and unlock access to these institutional strategies in ETF form.”
For more information about the newly launched Twin Oak Short Horizon Absolute Return ETF (Ticker: TOAK), please visit twinoaketfs.com.
About Twin Oak ETF Company:
Twin Oak, an SEC Registered Investment Adviser, was founded in 2023 as a tax aware investment firm focused on providing institutional quality investment solutions for families and family offices. For more information about Twin Oak, please visit www.twinoak.com.
An investor should consider the investment objectives, risks, charges, and expenses of the Fund(s) carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the Fund(s). You may obtain a prospectus and, if available, a summary prospectus by visiting twinoaketfs.com. Please read the prospectus or summary prospectus carefully before investing. All investments are subject to risks, including the possible loss of principal. There is no assurance that the objectives of any strategy or fund will be achieved or will be successful. The Fund is a recently organized investment company with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision. The Fund’s investment adviser has not previously managed a registered fund, which may increase the risk of investing in the Fund. As an actively managed fund, the performance of the Fund will depend on whether or not the Adviser is successful in pursuing the Fund’s investment strategies. Additionally, while the Fund seeks to be managed in a tax efficient manner, there is no guarantee that the Fund will be successful in this endeavor. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF’s net asset value. ETFs are subject to specific risks, depending on the nature of the underlying strategy of the fund and are not suitable for all investors. For a complete description of the Fund’s principal investment risks, please refer to the prospectus. PINE Distributors LLC, Member FINRA is the distributor for TOAK. Twin Oak serves as the investment adviser to the Funds and is not affiliated with PINE Distributors LLC.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240906879459/en/
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