Investment Vehicle Comparison
Hypergrowth Stock Strategy
(For Accredited Investors)
A strategy focused on an elite segment of growth stocks
The Golden Eagle Hypergrowth Strategy (Fund) an alternative investment fund is an equity strategy that invests in U.S.-listed stocks delivering hypergrowth rates that exceed 40% yearover-year revenue growth in the latest reported fiscal quarter. The Fund is constructed using a proprietary, systematic process developed over four decades of stock market research. The process identifies the highest conviction hypergrowth opportunities across all market caps and sectors.
We believe the Fund is ideal for investors seeking the highest potential returns, through a private Limited Partner structure or separately managed account. Long time horizon recommended.
Dynamic Hypergrowth ETF
(Nasdaq: HYP)
A strategy focused on the next generation of growth leaders
The Golden Eagle Dynamic Hypergrowth ETF (NASDAQ “HYP”) is an actively managed equity strategy that seeks to provide exposure to a diversified portfolio of U.S.-listed companies demonstrating exceptionally strong top-line growth or business expansion. HYP is constructed using a systematic process that screens for companies achieving—or with the potential to achieve—40%+ year over year revenue growth in the latest reported fiscal quarter.
We believe the ETF is ideal for investors seeking exposure to a more diversified set of Hypergrowth Stocks with daily trading, no minimum, and a tax efficient vehicle. Long time horizon recommended.
Proprietary Data Modeling
Broad, Unbiased Investment Universe
Systematic Portfolio Construction
Sector & Market Cap Diversified
1 Based upon research from Golden Eagle Strategies, comparing the Russell 1000 Growth Index, the Russell 1000 Value Index, Gold, Real Estate, US T Bills and the 3 month bond from the period of 2010 – 2024. Details are available upon request. Russell 1000 Growth data from Yahoo.com. The Russell 1000 Index is a stock market index that measures the performance of the 1,000 largest publicly traded companies in the U.S. by market capitalization. It is a subset of the broader Russell 3000 Index, which includes the 3,000 largest U.S. companies. The Russell 1000 Index represents the largest companies in the U.S., and it is often used as a benchmark for large-cap stocks. The companies in the Russell 1000 are selected based on their market cap, with the top 1,000 largest companies qualifying for inclusion in the index.. Russell 1000 Value data from Yahoo.com. The Russell 1000® Value Index measures the performance of the large cap value segment of the US equity universe. It includes those Russell 1000 companies with relatively lower price-to-book ratios, lower I/B/E/S forecast medium term (2 year) growth and lower sales per share historical growth (5 years). The Gold, Real Estate, UST Bond, and 3 Month T Bill data from 1996 to 2002 is from NYU Historical Returns on Stocks, Bonds and Bills: 1928-2024 (https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/histretSP.html) Data from the aforementioned for 2003 is estimated from Yahoo.com
2 VC-Like Returns: Refers to the risk and return profile commonly associated with venture capital investing, where capital is allocated to growth-oriented or early-stage opportunities. These strategies may offer the potential for above-average returns but also involve a higher risk of loss. Actual results may differ, and there is no assurance that similar outcomes will be achieved.
DISCLOSURE
The information contained herein does not consider the particular investment objectives or financial circumstances of any specific person who may receive it. Furthermore, the reader should make an independent investigation of the investment described herein by other advisors about the matters discussed herein. Any description involving investment process, portfolio characteristics, investment strategies, goals or risk management are provided for illustrative purposes only, are not complete, will not apply in all situations and may not be fully indicative of any future investment. Prospective investors should review the confidential offering memorandum for the Fund or HYP before any investment is made.
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus and summary prospectus contain this and other important information about the investment company. Please read the prospectus and/or summary prospectus carefully before investing. Hard copies can be requested by calling +1 855-994-4866.
Equity Securities Risk. Since it purchases equity securities, the Fund is subject to the risk that stock prices will fall over short or extended periods of time. Historically, the equity markets have moved in cycles, and the value of the Fund’s equity securities may fluctuate from day to day. Individual companies may report poor results or be negatively affected by industry and/or economic trends and developments. The prices of securities issued by such companies may suffer a decline in response. These factors contribute to pricevolatility, which is a principal risk of investing in the Fund.
Risks of Investment Selection. The Fund’s investment success depends on the skill of the Adviser in evaluating, selecting, and monitoring the portfolio assets. If the Adviser’s conclusions about growth rates or securities values are incorrect, the Fund may not perform as anticipated.
Model Risk. The risk that investments selected using the Adviser’s proprietary model may perform more poorly than the market as a whole or from their expected performance. There can be no assurance that use of the Adviser’s proprietary model to identify“hyper growth companies” will enable the Fund to achieve positive returns or outperform the market.
New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions.
The ETF is Distributed by Foreside Fund Services, LLC.