\nLongnook ETF LLC, a founder-led registered investment adviser, today announced the launch of the Longnook Uncommon Compounders ETF (Ticker: LUNC) on the New York Stock Exchange (NYSE). The actively managed fund features an unconstrained global mandate, seeking long-term capital appreciation by searching for well-priced \u201cuncommon compounders,\u201d defined as overlooked companies demonstrating durable competitive advantages and strong returns on capital.<\/p>\n
\nLUNC is led by Founder and Chief Investment Officer David Daglio, who brings more than 25 years of institutional asset management experience to the fund. During his tenure as Chief Investment Officer at Mellon (formerly The Boston Company), Daglio oversaw $500 billion in assets, personally managed more than $10 billion in long-only and hedged equity strategies, and earned recognition from Barron<\/i>\u2019<\/i>s<\/i>, Institutional Investor<\/i>, and Forbes<\/i>. The fund\u2019s investment process evaluates companies across five dimensions: price, sustainable advantage, governance, balance sheet, and risk. This results in a concentrated portfolio of about 30 high-conviction ideas. The LUNC portfolio represents the direct evolution of the fundamental discipline he honed as an investor and business manager.<\/p>\n
\nTo manage this focused mandate, Longnook utilizes a proprietary AI tool engineered specifically for decision hygiene. While Daglio retains ultimate authority, the fund\u2019s AI acts as an algorithmic skeptic, utilizing his pre-defined rules to objectively analyze information as it unfolds. This reduces the behavioral bias and thesis drift that often plagues active management.<\/p>\n
\n\u201cThis fund represents a portion of the capital I manage for my family when seeking to generate absolute returns,\u201d said Daglio. \u201cInvestor behavioral bias is an inherent Achilles heel in our industry. LUNC pairs the time-tested approach I have refined over my career with a \u2018devil\u2019s advocate in the loop\u2019 AI engine designed to keep human emotion out of portfolio management. Now, we are making this exact strategy accessible to any individual.\u201d<\/p>\n
\nLUNC delivers a concentrated equity strategy typically reserved for family offices within the accessible and tax efficient wrapper of a modern ETF.<\/p>\n
Fund Facts:<\/b><\/p>\n \nFor more information about the Longnook Uncommon Compounders ETF, daily holdings, and to view the prospectus, please visit longnooketf.com<\/b><\/a>.<\/p>\n About Longnook Ventures<\/b><\/p>\n \nNamed after the desolate Longnook Beach in Truro, Massachusetts, where discovering high-quality waves requires independence, patience, and effort, Longnook Ventures applies this same philosophy to the global markets. The founder-led registered investment adviser is dedicated to delivering unconstrained, high-conviction active strategies. Founded by David Daglio, the firm blends decades of fundamental research expertise with an AI-driven behavioral approach to seek out the market\u2019s most compelling uncommon compounders.<\/p>\n Carefully consider the Fund<\/i>\u2019<\/i>s investment objectives, risk factors, charges, and expenses before investing. This and additional information can be found in the Fund<\/i>\u2019s<\/i> prospectus, which may be obtained by visiting <\/i>longnooketf.com<\/b><\/a>. Read the prospectus carefully before investing.<\/i><\/p>\n Important Information<\/b><\/p>\n The Fund\u2019s investment objectives, risks, charges and expenses must be considered carefully before investing. This and other important information is contained in the prospectus, which may be obtained by following the links<\/i><\/b>Prospectus<\/i><\/b><\/a>and<\/i><\/b>Summary Prospectus<\/i><\/b><\/a>or by calling +1.215.330.4476.<\/i><\/b><\/p>\n Tax-efficient Strategies. <\/b>ETFs are generally considered tax-efficient due to their structure; however, tax efficiency is not guaranteed and may not prevent losses in declining markets.<\/p>\n Non-Diversification Risk.<\/b> Because the Fund is non-diversified, it may be more sensitive to economic, business, political or other changes affecting individual issuers or investments than a diversified fund, which may result in greater fluctuation in the value of the Shares and greater risk of loss.<\/p>\n Equity Investing Risk.<\/b> An investment in the Fund involves risks similar to those of investing in any fund holding equity securities, such as market fluctuations, changes in interest rates and perceived trends in stock prices. The values of equity securities could decline generally or could underperform other investments. In addition, securities may decline in value due to factors affecting a specific issuer, market or securities markets generally.<\/p>\n AI Model Risk.<\/b> The Fund relies heavily on a proprietary AI-driven research model as well as data and information supplied by third parties that are utilized in the research process. To the extent the model does not perform as designed or as intended, the Fund\u2019s strategy may not be successfully implemented and the Fund may lose value. If the input data is 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 data been correct and complete.<\/p>\n Management Risk.<\/b> The Fund is actively managed and may not meet its investment objective based on the Adviser\u2019s, Sub-Adviser\u2019s, or portfolio manager\u2019s success or failure to implement investment strategies for the Fund. The success of the Fund\u2019s investment program depends largely on the investment techniques and risk analyses applied by the Adviser, Sub-Adviser, and the portfolio manager and the skill of the Adviser, Sub-Adviser, and\/or portfolio manager in evaluating, selecting, and monitoring the Fund\u2019s assets. The Fund could experience losses (realized and unrealized) if the judgment of the Adviser, Sub-Adviser, or portfolio manager about markets or sectors or the attractiveness of particular investments made for the Fund\u2019s portfolio prove to be incorrect. It is possible the investment techniques and risk analyses employed on behalf of the Fund will not produce the desired results. Absent unusual circumstances (e.g.<\/i>, the Adviser determines a different security has higher liquidity but offers a similar investment profile as a recommended security), the Adviser will generally follow the Sub-Adviser\u2019s investment recommendations to buy, hold, and sell securities and financial instruments.<\/p>\n New Fund Risk.<\/b> The Fund is a recently organized investment company with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision. There can be no assurance that the Fund will grow to or maintain an economically viable size.<\/p>\n An investment in the Fund involves risk, including possible loss of principal.<\/b> Exchange-traded funds (ETFs) trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF\u2019s net asset value (NAV), and are not individually redeemable directly with the ETF. Brokerage commissions and ETF expenses will reduce returns. ETFs are subject to specific risks, depending on the nature of the underlying strategy of the Fund, which should be considered carefully when making investment decisions. For a complete description of the Fund\u2019s principal investment risks, please refer to the prospectus.<\/b><\/p>\n Shares of the Funds are not FDIC Insured, may lose value, and have no bank guarantee.<\/b><\/p>\n \nThe Fund is distributed by PINE Distributors LLC. The Fund\u2019s investment adviser is Empowered Funds, LLC, which is doing business as ETF Architect. Longnook ETF LLC serves as the Sub-Adviser to the Fund. PINE<\/p>\n \nDistributors LLC is not affiliated with ETF Architect or Longnook ETF LLC. ETFAC-5945650-09\/26<\/p>\n View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20261028068882\/en\/<\/a><\/span><\/p>\n\n
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