Two distinct approaches to equity investing, one unified mission: delivering institutional-grade investment management in a simplified, accessible way.
Whether through systematic, data-driven precision or concentrated, opportunistic conviction, PATHFINDER ETFs combine disciplined mindset, forward-thinking analysis, and a commitment to delivering lasting value for investors.
Two Strategies.
One Partnership.
Proven Performance.
The PATHFINDER ETF series brings Opal Capital's institutional expertise to investors through innovative ETF strategies. We partner with you to navigate market complexities, ensuring your investments align with long-term financial goals through either systematic discipline or opportunistic flexibility.
Our approach is rooted in discipline, forward-thinking analysis, and a commitment to delivering consistent, long-term performance. Whether through machine learning-powered quantitative models or deep fundamental research, we identify high-quality opportunities positioned to compound capital over time. Each strategy reflects decades of investment experience, simplified into accessible, transparent ETF vehicles .
PFDE - PATHFINDER
Disciplined US Equity
Systematic Equity
A systematic strategy targeting through disciplined, data-driven security selection within the U.S. large cap universe.
- 60 - 140 stock portfolio of strong momentum, high quality companies with reasonable valuations
- Weekly rebalancing for optimal opportunity capture
- Sophisticated portfolio optimization and risk management
Investors seeking consistent performance with well controlled risk through a diversified portfolio.
PFOE - PATHFINDER
Focused Opportunities
Opportunistic Equity
A concentrated, benchmark-agnostic strategy investing in high-quality companies that consistently grow shareholder value and special situations through deep fundamental research.
- Concentrated portfolio of 15-30 highest-conviction holdings
- Flexibility across quality spectrum including turnarounds
- Focus on businesses with sustainable competitive advantages
- Proven track record of compounding capital at high rates of returns
Investors seeking long-term capital appreciation through concentrated, high-conviction investments
Institutional Expertise.
Simplified Access.
Partnership Approach
We partner with clients to deliver sophisticated investment strategies in an accessible format. Your success is our success—we invest our own capital alongside yours, ensuring complete alignment of interests.
Disciplined Process
Whether through advanced machine learning or intensive fundamental research, our processes are systematic and repeatable. Discipline, forward-thinking analysis, and risk management guide every decision across all market environments.
Quality Focus
We concentrate on high-quality businesses with sustainable competitive advantages. From systematic selection of momentum and profitability leaders to concentrated holdings in capital compounders, quality remains our cornerstone.
Simplified Execution
Complex institutional strategies, delivered through the transparency and tax efficiency of ETFs. We handle the complexity so you can focus on what matters—achieving your long-term financial goals.
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