A Toast to 1 Year of Success: Happy Anniversary, BCUS!
BCUS celebrates its first anniversary with a year of growth and delivering core equity solutions for smarter portfolios.
Congratulations on the one-year anniversary of the Bancreek US Large Cap ETF (BCUS). On this anniversary we celebrate the ETF's performance, innovative strategy, and its ability to deliver value to investors in a competitive market. Over the past year, BCUS has demonstrated resilience and growth, providing exposure to leading U.S. large-cap companies while aligning with Bancreek Capital Advisors, LLC’s (“Bancreek”) commitment to excellence.
BCUS is designed to provide investors with diversified exposure to U.S. large-cap companies. It aims to focus on well-established, high-performing companies, typically leaders in their respective industries, known for strong financial health, market leadership, and potential for sustained growth. The fund invests in companies that Bancreek, Subadvisor to the fund, believes exhibit characteristics of Structurally Advantaged Business models. Bancreek describes “structurally advantaged” as business models that they believe have the potential to compound capital at above-average rates compared to other companies in the same ecosystem.
Investing in companies with Structurally Advantaged Business models offers several compelling potential benefits:
1. Sustainable Competitive Advantage
These companies often possess unique assets, technologies, or market positions that create high barriers to entry for competitors. Examples include strong brand equity, intellectual property, or economies of scale.
2. Resilience in Economic Downturns
Structurally advantaged businesses tend to have stable cash flows and the ability to weather economic volatility, thanks to robust demand or efficient cost structures.
3. Profitability and Margin Stability
Such companies often enjoy pricing power or lower operational costs, leading to strong profit margins and consistent financial performance over time.
4. Market Leadership
Companies with structural advantages typically dominate their industries, benefiting from higher market shares and the ability to influence market trends.
5. Long-Term Growth Potential
Their structural strengths enable them to reinvest in innovation, expand into new markets, and sustain growth over the long term.
6. Attractive Returns on Capital
These businesses often demonstrate high returns on equity (ROE) and invested capital (ROIC), indicating efficient use of resources to generate shareholder value.
BCUS aims to capitalize on the benefits of an actively managed strategy that leverages Bancreek’s research-driven methodology to select a portfolio aligned with long-term market trends. The fund uses a rigorous, quantitative framework to evaluate companies that it believes have the potential to compound capital over time. BCUS may appeal to investors seeking a balance of growth and stability within a transparent and cost-effective investment vehicle, making it a competitive option for core equity exposure.
Here's to celebrating this achievement and to many more years of success! Cheers to the journey ahead!
Discover how the Bancreek US Large Cap ETF (BCUS) may enhance your investment strategy—visit their website today to learn more! bancreeketfs.com
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (855) 973-7880 or visit our website at www.bancreeketfs.com. Read the prospectus or summary prospectus carefully before investing.
The Funds are distributed by Foreside Fund Services, LLC.
Investing involves risk, including loss of principal. A new or smaller fund’s performance may not represent how the fund is expected to or may perform in the long term if and when it becomes larger and has fully implemented its investment strategies. The Fund relies heavily on proprietary quantitative investment selection models as well as data and information supplied by third parties that are utilized by such models. To the extent the models do not perform as designed or as intended, the Fund’s strategy may not be successfully implemented and the Fund may lose value. If the models or data are incorrect or incomplete, any decisions made in reliance thereon may lead to the inclusion or exclusion of securities that would have been excluded or included had the models or data been correct and complete. Read the prospectus for additional details regarding risks.
Foreign Investment Risk. Returns on investments in foreign securities could be more volatile than, or trail the returns on, investments in U.S. securities. Forward Foreign Currency Contracts Risk. To the extent the Fund utilizes forward foreign currency contracts, the Fund will contract with a foreign or domestic bank, or a foreign or domestic securities dealer, to make or take future delivery of a specified amount of a particular currency. Forward foreign currency contracts may limit any potential gain that might result should the value of the underlying currencies increase. In addition, because forward currency exchange contracts are privately negotiated transactions, there can be no assurance that the Fund will have flexibility to roll-over a forward foreign currency contract upon its expiration if it desires to do so.
Market Price: The current price at which shares are bought and sold. Market returns are based upon the last trade price.
NAV: The dollar value of a single share, based on the value of the underlying assets of the fund minus its liabilities, divided by the number of shares outstanding. Calculated at the end of each business day.
