Strategy Overviews
FORH
Actively managed, liquid alternatives portfolio diversified among multiple distinct strategies, including tail hedging, inside of a single ETF.
KONG
We believe an active approach may be an efficient way to provide exposure to mid, and large-cap stocks.
- Ticker: FORH
- Category: Active ETF
- AUM: 20,339,500.00
- Expense Ratio: 1.19
Fund Documents
- Fact Sheet
- Prospectus
- Premium Discount Chart
- CY 2024 Premium Discount Chart
- Semi-Annual Tailored Shareholder Report
- Annual Report
- Statement of Additional Information dated July 31, 2024
- Form N-PX – September, 2024
- Q1 – Schedule of Investments
- Q3 – Schedule of Investments
- Statement of Additional Information dated July 31, 2024
- Form N-PX – September, 2024
- Semi-Annual Financial Statements and Other Information
- Ticker: KONG
- Category: Active ETF
- AUM: 22,314,885.00
- Expense Ratio: 0.89
Fund Documents
- Fact Sheet
- Prospectus
- Premium Discount Chart
- CY 2024 Premium Discount Chart
- Semi-Annual Tailored Shareholder Report
- Annual Report
- Statement of Additional Information dated July 31, 2024
- Form N-PX – September, 2024
- Q1 – Schedule of Investments
- Q3 – Schedule of Investments
- Statement of Additional Information dated July 31, 2024
- Form N-PX – September, 2024
- Semi-Annual Financial Statements and Other Information
FORH
Actively managed, liquid alternatives portfolio diversified among multiple distinct strategies, including tail hedging, inside of a single ETF.
- Ticker: KONG
- Category: Active ETF
- AUM: 22,314,885.00
- Expense Ratio: 0.89
Fund Documents
- Fact Sheet
- Prospectus
- Premium Discount Chart
- CY 2024 Premium Discount Chart
- Semi-Annual Tailored Shareholder Report
- Annual Report
- Statement of Additional Information dated July 31, 2024
- Form N-PX – September, 2024
- Q1 – Schedule of Investments
- Q3 – Schedule of Investments
- Statement of Additional Information dated July 31, 2024
- Form N-PX – September, 2024
- Semi-Annual Financial Statements and Other Information
KONG
We believe an active approach may be an efficient way to provide exposure to mid, and large-cap stocks.
- Ticker: FORH
- Category: Active ETF
- AUM: 20,339,500.00
- Expense Ratio: 1.19
Fund Documents
- Fact Sheet
- Prospectus
- Premium Discount Chart
- CY 2024 Premium Discount Chart
- Semi-Annual Tailored Shareholder Report
- Annual Report
- Statement of Additional Information dated July 31, 2024
- Form N-PX – September, 2024
- Q1 – Schedule of Investments
- Q3 – Schedule of Investments
- Statement of Additional Information dated July 31, 2024
- Form N-PX – September, 2024
- Semi-Annual Financial Statements and Other Information