Tremblant Global ETF

TOGA

Market cap $193M

I highlight two ETFs — CGGR and TOGA — that have outperformed the S&P 500 in the past year, driven by strong fundamentals and global diversification. CGGR offers exposure to tech and non-U.S. equities, with a reasonable expense ratio and a track record of outperformance versus the S&P and SCHD. TOGA focuses on companies with strong fundamentals undergoing change, boasts significant international exposure, and has doubled the S&P's returns over the past year.

Tremblant Global ETF has outperformed core index ETFs like VTI and ACWX, generating Alpha in its first year as a public fund. TOGA uses a concentrated, actively managed, bottom-up strategy focused on fundamental research, long-term horizon, and unique security selection. The portfolio is diversified across market caps and geographies, with a strong tilt toward Consumer Discretionary and Communication Services sectors.

The industry took note last month when Barakett's Tremblant launched an exchange traded fund, Tremblant Global ETF (TOGA), a concentrated long-only equity portfolio with about 40 positions. According to SEC filings, the ETF is a conversion of Tremblant's tax efficient private LP fund.

On Friday, investment firm Tremblant Capital made its debut in the ETF space with the launch of the Tremblant Global ETF (TOGA). The fund has a net expense ratio of 0.69% and is actively managed.

NEW YORK--(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.