Twin Oak Short Horizon Absolute Return ETF · AMEX:TOAK

Twin Oak Short Horizon Absolute Return ETF — Twin Oak Active Opportunities ETF — Fact Sheet

4 slides from Twin Oak Short Horizon Absolute Return ETF's fact sheet

  1. Slide 1: Twin Oak Active Opportunities ETF: A Dynamic Balanced Fund

    Twin Oak Active Opportunities ETF: A Dynamic Balanced Fund Strategy Overview Accessing Alpha Through The Power Of ETFs Access Sophisticated Strategies with Ease Lower Costs Stay Flexible with Daily Liquidity Capture Tax Alpha Long-term Growth: Traditional vs. Enhanced

  2. Slide 2: Dynamic Balanced Fund — Active Opportunities

    Dynamic Balanced Fund — Active Opportunities Potential Equity Holdings Potential Fixed Income Holdings Individual Stocks Fixed Income ETFs  Asset class ETFs to capture different credit profiles and interest rate curves (i.e. IG Credit vs. HY Credit vs. ABS) Equity ETFs  Style ETFs to adjust risk v

  3. Slide 3: Investment team

    Investment team Ticker: TSPX FUND DETAILS Ticker TSPX Cusip 56170L653 Exchange Cboe BZX Zach Wainwright Inception February 20, 2025 50% S&P 500 Index & Index 50% Bloomberg U.S. Aggregate Index Broad based index S&P 500 index Management fee 0.99% Acquired fund fees & 0.08% expenses Total annual expen

  4. Slide 4: Endnotes, Disclosure, and Additional Information

    Endnotes, Disclosure, and Additional Information: Definitions (as used by Twin Oak):

Twin Oak Active Opportunities ETF — Fact Sheet on 6ix