Manager Directed Portfolios - SWP Growth & Income ETF
SWP
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- Manager Directed Portfolios—SWP Growth & Income ETF is a U.S.-listed actively managed exchange-traded fund that seeks long-term capital appreciation, with a secondary emphasis on current income. Trading on Nasdaq under the ticker SWP, the fund invests at least 80% of net assets in income-producing equity securities exhibiting strong growth characteristics, including companies expected to generate above-average profitability, sustainable earnings and free-cash-flow growth, and stable dividend payments. The portfolio employs a hybrid investment process incorporating macroeconomic analysis, fundamental equity research and technical analysis; its investment evaluation considers monetary and fiscal policy, interest rates, inflation, economic cycles, competitive positioning, management quality, revenue and cost drivers, valuations, earnings catalysts, relative strength and market sentiment. The fund provides investors with diversified exposure primarily to U.S. income-producing growth equities across communication services; consumer discretionary; consumer staples; energy; financials; health care; industrials; information technology; materials; real estate; and utilities sectors, and may use covered-call strategies to pursue distributable income and long-term growth. SWP was launched on September 24, 2024, and is managed by GammaRoad Capital Partners, LLC, with Mark Tepper serving as chief executive officer and portfolio manager, Nate Fischer as chief investment officer and portfolio manager, and Rob Lambert as portfolio manager. The fund is available to retail and institutional investors through broker-dealers, investment advisers and other financial-services intermediaries in the United States. Recent developments include the ongoing expansion of the fund’s actively managed growth-and-income offering following its 2024 launch, publication of educational materials addressing covered-call income, retirement-oriented income generation and dividend investing, and continued management of a diversified equity portfolio; as of September 8, 2026, SWP reported net assets of approximately $149.0 million and annual operating expenses of 0.99%.