Twin Oak Active Opportunities ETF
Cboe: TSPX
Listed February 21, 2025
The Twin Oak Active Opportunities ETF (Active Opportunities or TSPX) seeks long-term capital appreciation.
TSPX seeks to achieve its objective by investing in a mix of individual equity securities (e.g. common and preferred stock) of small, medium, and large companies and fixed-income securities such as government or corporate bonds issued by a variety of entities. These fixed-income securities may have varying maturities (e.g. short-term, intermediate or long-term) and credit qualities (e.g. investment grade or below investment grade). TSPX may invest directly in the fixed income securities or utilize other ETFs, which may include other ETFs managed by Twin Oak ETF Company, to achieve the desired exposure.
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About Twin Oak ETF Company
Founded in 2023, Twin Oak ETF Company is a tax aware investment firm focused on simplifying and expanding access to sophisticated investment solutions. Twin Oak was backed by leading family offices to create solutions that meet the needs of families today. Twin Oak is guided by its foundational principles: tax-awareness, simplicity, creativity, and stewardship for every decision. Our client's time horizon is decades, not days, and we seek to partner with them from generation to generation.