Core Insights - The article reviews the Fundstrat Granny Shots US Large Cap ETF (GRNY), managed by investor Tom Lee and his Fundstrat team, highlighting its performance since inception [1]. Group 1 - The GRNY ETF is designed to capitalize on large-cap stocks in the US market [1]. - The review indicates that the ETF has been trading for a certain period, suggesting ongoing market interest [1].

Behold the granny shot: an underhanded technique that can help basketball players improve their free-throw percentages, while also managing to look like absolute dorks. Generally, NBA players refuse to employ the granny shot, no matter how bad their percentages may be. Of course, asset managers worry about image differently. Fundstrat CIO and lead portfolio manager Tom Lee embraces the idea of the granny shot, so much so that his line of ETFs bears the name. This week, the company announced that two new e ...

Core Insights - Fundstrat Capital is launching two new ETFs: the Fundstrat Granny Shots US Small- & Mid-Cap ETF (SMID Granny) and the Fundstrat Granny Shots US Large Cap & Income ETF (Granny Income), expanding its ETF offerings [1][2] - The flagship ETF, Fundstrat Granny Shots US Large Cap ETF (GRNY), has shown strong performance with a year-to-date return of 30.12%, significantly outperforming the S&P 500 by 1,260 basis points, and has surpassed $3.65 billion in assets under management (AUM) as of October 31, 2025 [2][15] - The new SMID Granny ETF aims for long-term capital appreciation through an actively managed portfolio of U.S. small- and mid-cap equities, while the Granny Income ETF seeks to provide income through an options-based strategy [2][3] Fundstrat Granny Shots ETFs Overview - The SMID Granny ETF (GRNJ) combines macro and thematic analysis with quantitative stock screening, targeting companies aligned with at least two key investment themes, and benchmarks against the Russell 2500 [2][4] - The Granny Income ETF (GRNI) applies an options-based income overlay to the holdings of the GRNY, aiming to generate additional income while maintaining large-cap U.S. equity exposure [3][4] Investment Strategy - The Granny Shots strategy is based on evidence-driven research, identifying macro forces shaping markets and applying a disciplined, rules-based investment approach [4][6] - The strategy incorporates both long-term themes (e.g., millennials, global labor supply) and short-term themes (e.g., style tilt, seasonality) to guide stock selection [7][8]

Group 1 - Tom Lee has maintained a positive outlook on the stock market, which has proven to be accurate over the past decade despite various challenges faced by the S&P 500 and Nasdaq-100 indexes [1][2] - The stock market has a strong positive bias, as many forecasters have remained bearish since 2007, contrasting with Lee's unwavering bullish stance [2] - The compensation structure in the investment industry, which relies on asset-based fees, incentivizes asset growth, either through new investments or increasing the value of existing assets [3] Group 2 - Tom Lee's Fundstrat research firm has successfully launched the Fundstrat Granny Shots US Large Cap ETF (GRNY), which has reached over $3 billion in assets under management (AUM) within its first year [4] - The GRNY ETF has outperformed the S&P 500, gaining 25% since its inception, indicating a successful asset-gathering strategy [4] - The GRNY ETF is primarily a growth-focused fund, suggesting that its performance may be influenced by marketing efforts and Lee's presence in financial media [4]

Group 1 - The Fundstrat Granny Shots US Large Cap ETF (NYSEARCA: GRNY) was last reviewed on July 30, 2025, and was rated a "hold" after reaching over $2 billion in assets under management [1] - The Sunday Investor has completed educational requirements for the Chartered Investment Manager designation and is on track to become a licensed options and derivatives trading advisor [1] - The Sunday Investor focuses on U.S. Equity ETFs and maintains a comprehensive ETF Database tracking nearly 1,000 funds [1]

Group 1 - The Fundstrat Granny Shots US Large Cap ETF (NYSEARCA: GRNY) has rapidly gained traction in the actively managed ETF space, achieving significant assets under management in less than a year [1] - The ETF is designed to appeal to everyday investors by providing a narrative to financial data, focusing on thematic investing and market events [1] - The author emphasizes the importance of using empirical data and charts to communicate financial insights effectively [1] Group 2 - The article does not provide any specific financial performance metrics or detailed analysis of the ETF's performance [2][3]

Group 1 - The Fundstrat Granny Shots US Large Cap ETF (GRNY) was launched in November 2024 and has achieved significant attention, with assets under management (AUM) reaching $2 billion in less than 9 months [1] - The rapid growth of GRNY's AUM is notable considering the competitive landscape of ETFs [1] - The article highlights the expertise of the analysts involved, emphasizing their background in quantitative research, financial modeling, and risk management [1] Group 2 - The analysts focus on equity valuation, market trends, and portfolio optimization to identify high-growth investment opportunities [1] - The research approach combines rigorous risk management with a long-term perspective on value creation, particularly in macroeconomic trends and corporate earnings [1] - The analysts aim to provide actionable ideas for investors looking to outperform the market [1]

Group 1 - The Fundstrat Granny Shots US Large Cap ETF (NYSEARCA: GRNY) is rapidly growing and is described as one of the fastest-growing active ETFs in the market [1] - The Sunday Investor has completed educational requirements for the Chartered Investment Manager designation and is on track to become a licensed options and derivatives trading advisor [1] - The Sunday Investor maintains a comprehensive ETF Database that tracks nearly 1,000 funds, focusing on U.S. Equity ETFs [1]

Group 1 - Thematic ETFs have evolved to become more nuanced in recent quarters, indicating a shift in investment strategies [1] - The Fundstrat Granny Shots US Large Cap ETF (GRNY) is highlighted as a portfolio that tracks Tom Lee's investment strategies, showcasing the growing interest in thematic investing [1] Group 2 - The article emphasizes the importance of creating engaging and educational content related to financial data, which is essential for attracting everyday investors [1] - There is a focus on analyzing various asset classes, including stocks, bonds, commodities, currencies, and crypto, to identify macro drivers that influence market conditions [1]

Core Insights - Fundstrat Granny Shots US Large Cap ETF (GRNY) has quickly gained popularity, reaching $1.5 billion in assets under management within eight months of its launch, outperforming many peers and benchmarks [2][3] - The fund has delivered a return of approximately 14% this year, placing it in the top three percent of its category, which includes nearly 1,400 funds [1] - The investment strategy focuses on stocks that align with multiple key themes, such as energy, cybersecurity, and AI, which enhances the likelihood of consistent performance [4][5] Performance Metrics - Since inception, the fund has outperformed the MSCI USA Large Cap Index by 13.7% compared to 7.8% [1] - The fund's disciplined, rules-based approach aims to provide consistent results over time, with a portfolio of about 35 S&P 500 stocks rebalanced every three months [5][6] - The fund has an expense ratio of 0.75% [7] Investment Strategy - The "granny shot" strategy refers to selecting stocks that fall under multiple investment themes, improving the chances of outperformance amid changing market conditions [4][6] - Key holdings include Robinhood, Oracle, and Advanced Micro Devices, which are selected based on their alignment with long-term trends and earnings growth [5][6] - The thematic approach is designed to resonate with investors, as it focuses on enduring story arcs that can lead to sustained outperformance [6][7]