Twin Oak ETF Company Introduces the Twin Oak Short Horizon Absolute Return ETF for Family Offices
Twin Oak ETF Company has launched its first fund, the Twin Oak Short Horizon Absolute Return ETF (Ticker: TOAK), which began trading on the NYSE Arca on August 20, 2024. This actively managed ETF aims to generate an absolute return with low volatility, focusing on investments with maturities shorter than one year. Designed for family offices and tax-sensitive investors, TOAK combines institutional-quality portfolio management with the tax efficiency of an ETF structure.
Managed by CEO Zach Wainwright and Managing Director Greg Stoner, Twin Oak's goal is to democratize access to innovative investment solutions. The company is committed to developing tax-aware strategies in partnership with families and tax-sensitive investors, aiming to provide institutional strategies in an ETF format.
Twin Oak ETF Company ha lanciato il suo primo fondo, il Twin Oak Short Horizon Absolute Return ETF (Ticker: TOAK), che ha iniziato a essere scambiato sul NYSE Arca il 20 agosto 2024. Questo ETF gestito attivamente mira a generare un ritorno assoluto con bassa volatilità, concentrandosi su investimenti con scadenze inferiori a un anno. Progettato per family office e investitori sensibili alla tassazione, TOAK combina una gestione del portafoglio di qualità istituzionale con l'efficienza fiscale di una struttura ETF.
Gestito dal CEO Zach Wainwright e dal Direttore Gestionale Greg Stoner, l'obiettivo di Twin Oak è democratizzare l'accesso a soluzioni di investimento innovative. L'azienda è impegnata a sviluppare strategie consapevoli delle tasse in collaborazione con famiglie e investitori sensibili alla tassazione, puntando a fornire strategie istituzionali in formato ETF.
La compañía Twin Oak ETF ha lanzado su primer fondo, el Twin Oak Short Horizon Absolute Return ETF (Ticker: TOAK), que comenzó a cotizar en NYSE Arca el 20 de agosto de 2024. Este ETF gestionado activamente tiene como objetivo generar un rendimiento absoluto con baja volatilidad, centrándose en inversiones con vencimientos de menos de un año. Diseñado para oficinas familiares e inversores sensibles a la fiscalidad, TOAK combina la gestión de cartera de calidad institucional con la eficiencia fiscal de una estructura ETF.
Dirigido por el CEO Zach Wainwright y el Director General Greg Stoner, el objetivo de Twin Oak es democratizar el acceso a soluciones de inversión innovadoras. La compañía está comprometida a desarrollar estrategias conscientes de impuestos en colaboración con familias e inversores sensibles a la fiscalidad, con el fin de proporcionar estrategias institucionales en formato ETF.
Twin Oak ETF 회사가 첫 번째 펀드인 Twin Oak Short Horizon Absolute Return ETF (Ticker: TOAK)를 출시했으며, 이는 2024년 8월 20일 NYSE Arca에서 거래를 시작했습니다. 이 적극적으로 관리되는 ETF는 1년 미만의 만기를 가진 투자에 초점을 맞추어 낮은 변동성을 가진 절대 수익률을 생성하는 것을 목표로 합니다. 패밀리 오피스 및 세금에 민감한 투자자를 위해 설계된 TOAK는 기관 수준의 포트폴리오 관리와 ETF 구조의 세금 효율성을 결합하고 있습니다.
Zach Wainwright CEO와 Greg Stoner 전무의 관리 하에 Twin Oak는 혁신적인 투자 솔루션에 대한 접근을 민주화하는 것을 목표로 하고 있습니다. 이 회사는 가족 및 세금에 민감한 투자자와의 협력을 통해 세금 인식 전략을 개발하는 데 전념하고 있으며, ETF 형식으로 기관 전략을 제공하는 것을 목표로 하고 있습니다.
La société Twin Oak ETF a lancé son premier fonds, le Twin Oak Short Horizon Absolute Return ETF (Ticker : TOAK), qui a commencé à être négocié sur le NYSE Arca le 20 août 2024. Cet ETF géré activement vise à générer un rendement absolu avec une faible volatilité, en se concentrant sur des investissements à des échéances inférieures à un an. Conçu pour les bureaux familiaux et les investisseurs sensibles à la fiscalité, TOAK combine une gestion de portefeuille de qualité institutionnelle avec l'efficacité fiscale d'une structure ETF.
Dirigé par le PDG Zach Wainwright et le Directeur Général Greg Stoner, l'objectif de Twin Oak est de démocratiser l'accès à des solutions d'investissement innovantes. La société s'engage à développer des stratégies conscientes des impôts en partenariat avec des familles et des investisseurs sensibles à la fiscalité, visant à fournir des stratégies institutionnelles au format ETF.
Die Twin Oak ETF Company hat ihren ersten Fonds, den Twin Oak Short Horizon Absolute Return ETF (Ticker: TOAK), gestartet, der am 20. August 2024 an der NYSE Arca gehandelt wird. Dieser aktiv verwaltete ETF zielt darauf ab, eine absolute Rendite mit niedriger Volatilität zu erzielen und konzentriert sich auf Investitionen mit Laufzeiten von weniger als einem Jahr. TOAK wurde für Familienbüros und steuerlich sensible Investoren entwickelt und kombiniert institutionelle Portfoliomanagement-Qualität mit der Steuereffizienz einer ETF-Struktur.
Geleitet von CEO Zach Wainwright und Geschäftsführer Greg Stoner ist es das Ziel von Twin Oak, den Zugang zu innovativen Anlage-lösungen zu demokratisieren. Das Unternehmen engagiert sich für die Entwicklung steuerbewusster Strategien in Zusammenarbeit mit Familien und steuerlich sensiblen Investoren, mit dem Ziel, institutionelle Strategien im ETF-Format anzubieten.
- Launch of new ETF product (TOAK) on NYSE Arca
- Focus on tax-efficient investment solutions for family offices
- Actively managed strategy aiming for absolute returns with low volatility
- Experienced management team with institutional background
- None.
Insights
The launch of Twin Oak's Short Horizon Absolute Return ETF (TOAK) represents a niche product targeting family offices and tax-sensitive investors. While the ETF's focus on absolute returns with low volatility in short-term maturities is intriguing, its narrow target market may limit broad appeal. The emphasis on tax efficiency could be attractive in the current high-interest rate environment. However, without specific performance targets or fee structures disclosed, it's challenging to assess its potential impact on the ETF landscape. This launch reflects the ongoing trend of specialized ETF offerings but may not significantly disrupt the broader market. Investors should closely monitor its performance and adoption rate among its target audience to gauge its long-term viability and potential influence on similar product developments.
The introduction of TOAK highlights an emerging trend in the ETF market towards more specialized, tax-efficient products. This move by Twin Oak ETF Company taps into the growing demand for tailored investment solutions among high-net-worth individuals and family offices. The focus on short-horizon absolute returns addresses the current market's appetite for low-volatility, potentially higher-yield alternatives to traditional short-term investments. However, the success of this ETF will largely depend on its ability to deliver on its promises of tax efficiency and absolute returns in a challenging interest rate environment. The market's reception of TOAK could signal broader industry shifts towards more customized ETF offerings, potentially influencing product development strategies of larger asset managers in the near future.
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.
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For media inquiries
Zach Wainwright
info@twinoak.com
Source: Twin Oak ETF Company
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