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Overview of JLens 500 Jewish Advocacy U.S. ETF (TOV)
JLens 500 Jewish Advocacy U.S. ETF is a specialized exchange-traded fund that focuses on U.S. equities selected through a comprehensive screening process aligned with Jewish advocacy principles. Employing a rigorous methodology, the ETF seeks to build a diversified portfolio of companies that demonstrate a commitment to values and community engagement within the framework of ethical investing. By integrating investment discipline with social advocacy, the fund presents an opportunity for investors to align their portfolios with specific cultural and ethical considerations while participating in the broader U.S. equity market.
Investment Strategy and Methodology
The ETF employs a thematic investment strategy that emphasizes criteria grounded in Jewish advocacy. It systematically selects companies across key sectors of the U.S. economy based on qualitative factors such as governance, community engagement, and operational stability. The methodology used involves thorough research and continuous screening to ensure that portfolio constituents meet the established ethical benchmarks. This systematic approach aims to combine resilient market exposure with values-based selection, thereby offering a uniquely tailored investment solution.
Market Position and Competitive Landscape
Positioned in a competitive marketplace of exchange-traded funds, the JLens 500 Jewish Advocacy U.S. ETF distinguishes itself through its dual focus on financial performance and advocacy alignment. Unlike typical ETFs that may prioritize merely market exposure, this offering integrates ethical screening processes that are specific to Jewish advocacy. This nuanced positioning helps investors understand the interplay between market performance and social responsibility, reaffirming the ETF's role as a niche player with a distinct thematic focus.
Portfolio Diversification and Sector Exposure
Leveraging a diversified approach, the fund spans multiple market sectors, ensuring that risk is effectively managed across various industries. The selection process accentuates companies with robust operational practices and conscientious governance standards. This diversification strategy not only mitigates risk but also provides exposure to multiple avenues of economic growth, thus supporting stability in varying market conditions.
Risk Considerations and Investment Insights
As with any thematic investment vehicle, the primary risks revolve around the nature of niche screening and market volatility. Investors are encouraged to consider that while the ETF's unique focus on Jewish advocacy values provides differentiation, it also introduces specific market and selection risks. The careful, transparent methodology behind the fund’s construction is designed to manage these risks through ongoing research, diversification, and adherence to rigorous criteria.
Fundamental Value Proposition
The fundamental value of the JLens 500 Jewish Advocacy U.S. ETF lies in its balanced approach to achieving market exposure while maintaining a strong adherence to ethical advocacy principles. This dual objective is realized through a commitment to thorough analysis, strict selection criteria, and a diversified investment strategy that harnesses both financial acumen and social insights. By embedding industry-specific terminology and fundamentals into its investment process, the ETF stands as a distinctive choice for those seeking a values-driven perspective within the U.S. equity market.
Conclusion
This ETF represents a sophisticated blend of financial strategy and ethical focus, offering a transparent, research-intensive solution for investors who value both growth potential and advocacy. Through consistent application of expert screening techniques and a comprehensive evaluation of company practices, the JLens 500 Jewish Advocacy U.S. ETF provides a unique vehicle within the U.S. market, ensuring that its investment philosophy remains robust and enduring.
JLens, sponsor of the JLens 500 Jewish Advocacy U.S. ETF (NYSE: TOV), has urged shareholders to vote against specific proposals at upcoming General Dynamics (GD) and Lockheed Martin (LMT) annual meetings. The proposals in question request a Human Rights Impact Assessment at GD and an evaluation of political activities alignment with human rights policy at LMT.
The shareholder votes are scheduled for May 7, 2025 (GD) and May 9, 2025 (LMT). JLens argues these proposals are motivated by the BDS (Boycott, Divestment, and Sanctions) movement and aim to pressure companies to cut ties with Israel. Both companies' Boards of Directors have recommended voting AGAINST these proposals.
The TOV ETF, launched with ADL support, aims to combat what they describe as antisemitic and anti-Israel activities in corporate governance. JLens has filed Notices of Exempt Solicitation with the SEC opposing both proposals.
The JLens 500 Jewish Advocacy U.S. ETF (NYSE:TOV) has surpassed $100 million in assets within two weeks of its February 27, 2025 launch on the New York Stock Exchange. The fund, whose ticker 'TOV' means 'good' in Hebrew, aims to match U.S. Large Cap index fund performance while advancing Jewish advocacy in corporate settings.
The milestone was achieved partly through seed capital from several U.S. Jewish organizations and the ADL Foundation. TOV tracks the JLens 500 Jewish Advocacy U.S. Index, investing in America's 500 largest public companies, screening and scoring them based on Jewish values alignment. The fund employs an 'own and advocate' approach, engaging with management, boards, proxy voting, and shareholder advocacy.
The ETF's creation was prompted by the surge in antisemitism following October 7, 2023, particularly addressing BDS movement actions against corporations and workplace hostility toward Jewish employees. The fund is sponsored by JLens, a Registered Investment Advisor and ADL affiliate, with Empowered Funds serving as Fund Advisor.
JLens has launched the first-ever Jewish Advocacy ETF (TOV) on the NYSE, backed by over $100 million in seed capital from the ADL Foundation and various Jewish organizations. The ETF tracks the JLens 500 Jewish Advocacy U.S. Index, investing in America's 500 largest public companies while screening out those misaligned with Jewish values.
The fund, trading under ticker symbol 'TOV' (Hebrew for 'good'), aims to combat antisemitism and support Israel through shareholder advocacy, management engagement, and proxy voting. The launch comes in response to unprecedented antisemitic incidents, with ADL reporting over 10,000 cases in the year following October 7, 2023. According to JLens research, more than 75 of the 500 largest U.S. public corporations were targeted by the BDS movement in the past year.
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