#United States #New York #ETFs #Granny Shots #Fundstrat Capital

Fundstrat Capital Launches Two New ETFs

In a significant move for investors, Fundstrat Capital has announced the impending launch of two new exchange-traded funds (ETFs) that will bolster its existing portfolio. The Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) and the Fundstrat Granny Shots US Large Cap Income ETF (GRNI) are expected to begin trading on NYSE Arca shortly. These additions represent an exciting evolution of Fundstrat's Granny Shots ETF family, designed to provide investors with diverse options aligned with current market trends.

Expanding Investment Opportunities

Fundstrat's announcement comes in the wake of stellar performance from its flagship product, the Granny Shots US Large Cap ETF (GRNY), which has shown a remarkable 30.12% year-to-date performance by the end of October 2025. This success, which markedly outpaces the S&P 500's 17.52% growth, indicates a growing investor interest in the Granny Shots strategy, which combines thematic investments with fundamental analysis.

Thomas Lee, Chief Investment Officer (CIO) and Lead Portfolio Manager at Fundstrat Capital, expressed enthusiasm over the surge in assets under management (AUM), which surpassed $3.65 billion as of late October. "The launch of GRNJ and GRNI broadens our product offerings, allowing investors to engage more flexibly with various investment themes and strategies," he stated, highlighting the firm’s commitment to clear and insightful communication with ETF holders.

Detailed Structure and Strategies

Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ)

The GRNJ ETF aims for long-term capital appreciation by managing a diverse portfolio comprised of U.S. small- and mid-cap stocks. It incorporates Fundstrat's robust macroeconomic analysis alongside thematic trends to select high-potential growth stocks.

Benchmarking against the Russell 2500, this ETF focuses on equities that align with at least two key investment themes identified by the firm. These themes span a wide array, emphasizing sectors such as technology, renewable energy, and healthcare, thus targeting companies poised for substantial growth.

Fundstrat Granny Shots US Large Cap Income ETF (GRNI)

On the other hand, GRNI is geared towards providing investors with income through an options-based strategy. This ETF applies an income overlay to the holdings of the flagship GRNY while maintaining exposure to large-cap U.S. equities.

By executing a disciplined options strategy, the GRNI enhances overall income potential while adhering to the underlying principles of the Granny Shots investment philosophy, which prides itself on evidence-based research and decision-making.

Ken Xuan, Co-Portfolio Manager at Fundstrat Capital, noted that the consistent performance of GRNY illustrates the advantages of a methodical, research-driven approach. “Now, with GRNJ targeting small and midsize opportunities, we are extending our successful strategy to include a broader array of stocks,” he remarked.

The Granny Shots Philosophy

The term “granny shot” itself refers to a basketball free throw style that emphasizes a more fundamental approach to scoring. Fundstrat draws a parallel to its investment methodology, which marries disciplined analysis with practical execution. This innovative strategy looks beyond conventional metrics, assessing macro-level trends while applying a rigorous stock-selection process.

Conclusion

As Fundstrat Capital prepares for the launch of these new ETFs, investors have much to consider. Whether seeking aggressive growth through small- and mid-cap equities or a more conservative income strategy, the Granny Shots ETFs present well-rounded options designed for today's evolving marketplace. With the solid foundation laid by the flagship GRNY, the new GRNJ and GRNI ETFs stand poised to capture investor interest and facilitate enhanced returns.

For ongoing insights and updates on these developments, investors can follow Fundstrat Capital’s channels or consult their detailed performance metrics at their official site.