FITZ is an actively managed exchange-traded fund that seeks to achieve its investment objective by investing primarily in equity securities of companies selected using a proprietary “Must Have Portfolio®” framework. The framework reflects more than 40 years of ongoing investment research developed by Keith Fitz-Gerald. The fund employs a thematic investment process designed to identify companies that Keith believes are well positioned to benefit from long-term structural changes taking place over multi-year and multi-decade time horizons that may reshape economic activity, competitive dynamics, and corporate profitability.

Posted by Suze at 2026-05-28 18:50:44 UTC