RC Updated (Final)

Our Story

Robert started Upholdings to make high quality growth investing available to more investors. Previously, he helped lead Everlane, an online direct-to-consumer brand. He began his career as a growth investor at Elevation Partners, a media and technology private equity firm.

“I created something I couldn’t find for myself. The retail investor market is one of the biggest in the world, but innovation is way behind. Funds today are either too diversified, too trendy, or too expensive. With KNGS, we’re giving more investors the chance to earn long-term compounding investment performance."

Upholdings is based in Nashville, and operates a distributed team with an analyst in New Jersey, designers in Brooklyn and Los Angeles, and advisors in New York and San Francisco.

How To Invest

The KNGS ETF trades through most online brokerages.

Visit Fidelity

Email your financial planner to find out if it’s a fit.

Email Advisor

There is no assurance that the Fund will achieve its investment objective. An investment in the Fund involves risk, including those described here. Non-Diversification Risk. 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. Management Risk. The Fund is actively-managed and may not meet its investment objectives based on the Adviser’s or Upholding’s success or failure in implementing the Fund’s investment strategy. Equity Investing Risk. 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. Foreign Investment Risk: The Fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater in emerging markets. Cash and Cash Equivalents Risk. Holding cash or cash equivalents rather than securities or other instruments in which the Fund primarily invests may cause the Fund to experience potentially lower returns than the Fund’s benchmark or other funds that remain fully invested. Illiquid Securities Risk. The portfolio managers may not be able to sell illiquid securities at the price it would like or may have to sell them at a loss. Securities of non-U.S. issuers in particular, are subject to greater liquidity risk. ETF Risk. Shares of any ETF are bought and sold at market price and may trade at a discount or premium to NAV. Shares are not individually redeemed from the Fund, and brokerage commissions will reduce returns.

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. BPS represents basis points, so 60 BPS is equivalent to 0.60% of assets under management as a fee. Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice. KNGS is distributed by Quasar Distributors, LLC.