Kurv Investment Management Launches Kurv Technology Titans Select ETF (KQQQ)
Kurv Investment Management has launched the Kurv Technology Titans Select ETF (KQQQ), an actively managed ETF designed to offer downside mitigation with concentrated exposure to large technology and growth stocks. The fund employs momentum weighting and covered call writing to potentially maximize returns and generate tax-advantaged income.
KQQQ aims to provide a defensive income-generating strategy for market downturns while maintaining exposure to high-performing tech companies. The ETF is managed by a team with over 100 years of combined experience from firms like PIMCO and Goldman Sachs. Kurv's goal is to democratize institutional-grade investment products, making them accessible to all investors.
Kurv Investment Management ha lanciato l'Kurv Technology Titans Select ETF (KQQQ), un ETF attivamente gestito progettato per offrire una mitigazione del rischio con esposizione concentrata a grandi aziende tecnologiche e azioni in crescita. Il fondo utilizza un peso basato sul momentum e la scrittura di covered call per massimizzare i ritorni e generare reddito fiscale vantaggioso.
KQQQ mira a fornire una strategia difensiva di generazione di reddito per i ribassi di mercato, mantenendo un'esposizione a aziende tecnologiche ad alte prestazioni. L'ETF è gestito da un team con oltre 100 anni di esperienza combinata proveniente da aziende come PIMCO e Goldman Sachs. L'obiettivo di Kurv è democratizzare i prodotti d'investimento di grado istituzionale, rendendoli accessibili a tutti gli investitori.
Kurv Investment Management ha lanzado el Kurv Technology Titans Select ETF (KQQQ), un ETF gestionado activamente diseñado para ofrecer mitigación de pérdidas con exposición concentrada a grandes acciones tecnológicas y de crecimiento. El fondo emplea un peso basado en momentum y redacción de opciones cubiertas para maximizar potencialmente los retornos y generar ingresos con ventajas fiscales.
KQQQ tiene como objetivo proporcionar una estrategia defensiva de generación de ingresos para las caídas del mercado, manteniendo la exposición a empresas tecnológicas de alto rendimiento. El ETF es administrado por un equipo con más de 100 años de experiencia combinada de firmas como PIMCO y Goldman Sachs. El objetivo de Kurv es democratizar los productos de inversión de calidad institucional, haciéndolos accesibles a todos los inversores.
Kurv Investment Management는 Kurv Technology Titans Select ETF (KQQQ)를 출시했습니다. 이는 대형 기술주와 성장주에 집중 투자하여 하방 위험 완화를 제공하기 위해 설계된 액티브 운용 ETF입니다. 이 펀드는 모멘텀 가중치와 커버드 콜 작성을 사용하여 잠재적인 수익 극대화와 세금 우대 수익을 생성합니다.
KQQQ의 목표는 시장 하락에 대비한 방어적 소득 생성 전략을 제공하는 동시에 고성능 기술 기업에 대한 노출을 유지하는 것입니다. 이 ETF는 PIMCO 및 Goldman Sachs와 같은 회사에서 100년 이상의 경력을 가진 팀에 의해 관리됩니다. Kurv의 목표는 기관급 투자 상품을 민주화하여 모든 투자자가 접근할 수 있도록 하는 것입니다.
Kurv Investment Management a lancé le Kurv Technology Titans Select ETF (KQQQ), un ETF géré activement conçu pour offrir une mitigation des pertes avec une exposition concentrée aux grandes entreprises technologiques et aux actions en croissance. Le fonds utilise un poids basé sur le momentum et l'écriture d'options couvertes pour maximiser potentiellement les retours et générer des revenus fiscalement avantageux.
KQQQ vise à fournir une stratégie défensive de génération de revenus pour les baisses de marché tout en maintenant une exposition à des entreprises technologiques performantes. L'ETF est géré par une équipe cumulant plus de 100 ans d'expérience au sein d'entreprises telles que PIMCO et Goldman Sachs. L'objectif de Kurv est de démocratiser les produits d'investissement de qualité institutionnelle, les rendant accessibles à tous les investisseurs.
Kurv Investment Management hat den Kurv Technology Titans Select ETF (KQQQ) ins Leben gerufen, einen aktiv verwalteten ETF, der darauf abzielt, eine Risikominderung bei konzentrierter Exposition gegenüber großen Technologie- und Wachstumsaktien zu bieten. Der Fonds verwendet eine Momentum-Gewichtung und gedeckte Call-Optionen, um potenziell Renditen zu maximieren und steuerbegünstigte Einkünfte zu generieren.
KQQQ hat zum Ziel, eine defensive einkommensgenerierende Strategie für Marktrückgänge bereitzustellen und gleichzeitig die Exposition gegenüber leistungsstarken Tech-Unternehmen aufrechtzuerhalten. Der ETF wird von einem Team mit über 100 Jahren kombinierter Erfahrung aus Unternehmen wie PIMCO und Goldman Sachs verwaltet. Kurvs Ziel ist es, Produkte für institutionelle Investitionen zu demokratisieren und sie für alle Investoren zugänglich zu machen.
- Launch of new actively managed ETF (KQQQ) focused on large technology and growth stocks
- Potential for downside mitigation through tax-advantaged income generation
- Employs momentum weighting to potentially maximize returns
- Managed by experienced team with over 100 years of combined expertise
- Aims to provide exposure to high-growth tech stocks while generating income
- None.
New technology ETF seeks to deliver dynamic downside mitigation with purer exposure to the largest technology companies, while generating tax-advantaged income
After the latest run-up in the technology sector, the actively managed ETF is designed to provide downside mitigation through tax-advantaged income by writing covered calls in a general market sell-off.
The fund also employs momentum weighting to magnify the returns of the highest-performing and most growth-oriented technology companies. This adaptive feature looks to maximize total return by improving upon traditional, static, covered call strategies, which can limit portfolio upside in sharp rising markets.
Income-seeking investors often underweight technology stocks because they typically distribute low or no dividends. To combat this, the ETF builds on the theme of the existing Kurv Yield Premium Strategy ETF roster of six single-stock covered-call ETFs, which aim to provide investors exposure to growth stocks without sacrificing income.
“Technology and growth companies have had an incredible run, and to stay diversified, it’s critical to stay invested in the sector. While the market notches new highs, our dynamic covered call writing on select stocks in the portfolio provides a defensive income-generating strategy for when the market inevitably trends down,” said Howard Chan, founder and chief executive officer of Kurv Investment Management. “Our research shows that the largest tech companies have significantly outperformed broad market indices for at least the last two decades. With the resources to capitalize on the advent of commercial artificial intelligence, we see the performance gap for these titans only getting bigger.”
KQQQ is backed by experts at Kurv who believe technology exposure belongs in every portfolio and have launched more than 16 ETFs over the course of their careers. The management team brings over 100 years of combined experience and built their expertise at firms including PIMCO and Goldman Sachs.
“Kurv was created with the mission to offer institutional quality investment products to the masses, so everyone and anyone can reach their investment objectives,” said Chan. “Creating tax-aware, option-based solutions like KQQQ is just one step toward our goal of giving individual investors and advisors the tools they need for greater success.”
For more information about Kurv’s approach to the democratization of institutional-grade investment products, please visit: https://www.kurvinvest.com/
About Kurv Investment Management
Kurv Investment Management is a tax-aware, option-based investment manager founded by a team of highly experienced professionals from industry-leading firms. Kurv Investment Management removes costly and complicated barriers to entry and streamlines management and reporting to serve its mission to democratize access to high-caliber portfolio tools and investment options previously reserved for only the largest institutional investors.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call 1(888)719-KURV (5878) or visit our website at kurvinvest.com. Read the prospectus or summary prospectus carefully before investing.
Investing in the fund involves a high degree of risk. Principal loss is possible.
Fund Objective: The Fund seeks maximum total return, consistent with prudent investment management.
An investment in the Fund entails risk, including the loss of principal. The Fund is not a complete investment program and investors should review the risks associated with the Fund before investing. The Fund is an actively managed portfolio, and the portfolio managers will apply investment techniques and risk analyses that may not produce the desired result. There can be no guarantee that the Fund will meet its investment objective.
The Fund will invest in the equity securities of, or derivative instruments (e.g. options) relating to, Technology Companies. Accordingly, the performance of the Fund could be negatively impacted by events affecting this sector. Market or economic factors impacting technology companies and companies that rely heavily on technological advances could have a significant effect on the value of the Fund’s investments. The Fund may engage in certain transactions, such as options, that may give rise to leverage, magnifying gains and losses and causing the Fund to be more volatile than if it had not been leveraged. This means that leverage entails a heightened risk of loss. Because the Fund is “non-diversified,” it may invest a greater percentage of its assets in the securities of a single issuer or a smaller number of issuers than if it was a diversified fund. As a result, a decline in the value of an investment in a single issuer or a smaller number of issuers could cause the Fund’s overall value to decline to a greater degree than if the Fund held a more diversified portfolio. The Fund will invest in Underlying Kurv ETFs, so the Fund’s investment performance is likely to be related to the performance of the Underlying Kurv ETFs. For more information on risks associated with the fund, please review the funds prospectus.
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Source: Kurv Investment Management
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