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New investment vehicle combines more than two decades of experience investing clients’ capital with the tax advantages and innovation of an exchange-traded fund
NEW YORK, May 03, 2024--(BUSINESS WIRE)--Tremblant Capital ("Tremblant"), a global public equity investment firm founded by Brett Barakett in 2001, has launched the Tremblant Global ETF under the ticker "TOGA" on the New York Stock Exchange. TOGA is an actively managed ETF that seeks long-term capital appreciation by leveraging Tremblant’s fundamental research and global investment management expertise.
TOGA seeks to identify investments in two categories: companies undergoing disruptive consequential change, and durable long-term growth businesses. The strategy aims to capture compelling growth in free cash flows that are often underappreciated by other market participants. Tremblant’s investment process generally utilizes a combination of business model assessment, financial model analysis, proprietary data science research, and deep industry knowledge. TOGA will generally hold 30-50 positions in developed markets, with an emphasis on large-mid cap companies.
"TOGA is an important milestone in the continued evolution of our firm as it combines Tremblant’s 23 years of experience investing our clients’ capital with the tax advantages and innovation of an ETF," said Brett Barakett, Chairman and Chief Investment Officer. "We believe this ETF provides investors with important benefits in that it increases the power of compounding through its tax efficiency, while offering liquidity, transparency, and ease of use."
Mr. Barakett’s investment career spans three decades and numerous market cycles. He, along with the firm’s four senior investment partners have worked together extensively for nearly 20 years and possess a proven track record of recognizing and evaluating compelling opportunities.
Mr. Barakett added, "Our team focuses on delivering long-term value through our analytical approach and sector expertise. Our people and investment process continue to be our most critical assets."
About Tremblant Capital:
Tremblant Capital is a global public equity investment firm founded by Brett Barakett in 2001. With a strong emphasis on deep fundamental research, sector expertise, and a variant long-term perspective, Tremblant offers several public equity strategies designed to provide superior differentiated returns. Tremblant is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser and designated as Qualified Professional Asset Manager under ERISA regulations. For more information, please visit www.tremblantcapital.com.