Fitz-Gerald Must Have Portfolio ETF(AMEX:FITZ)

FITZ seeks total return through a concentrated portfolio of 15 to 30 companies selected using the advisers proprietary Must Have Portfolio framework. The strategy focuses on businesses the adviser believes are positioned to benefit from long-term structural shifts that may reshape industries, consumer behavior, supply chains, and economic activity over multi-year and multi-decade periods. Rather than relying on traditional sector or market-cap classifications, the investment process centers on five thematic drivers: digitalization, defense, diffusion, distribution, and dislocation. The adviser emphasizes companies with strong competitive positions, scalable business models, identifiable catalysts, and products or services viewed as essential rather than discretionary. The portfolio may also have meaningful exposure to businesses benefiting from the growing adoption of artificial intelligence. Risk management is incorporated through position sizing, portfolio rebalancing, and efforts to balance overall market sensitivity across holdings.