TruStone Achieves Outstanding Returns with Shareholder Value and Value-Up ETFs

TruStone Asset Management announced on the 16th that its "TRUSTON Shareholder Value Active" Exchange Traded Fund (ETF) recorded a return of 29.57% as of the 13th of this year. The "TRUSTON Value-Up Active" ETF has risen by 24.88% since the beginning of the year.

It is assessed that TruStone's differentiated strategy, which goes beyond simply including stocks with low price-to-book ratios (PBR) to also consider factors such as the potential for policy benefits, corporate competitive advantages, and management capabilities, has been effective.

TruStone Asset Management has been identifying companies with significant potential for structural value enhancement even before policy announcements, with the expansion of shareholder value as a core objective. The company has systematically analyzed firms through a dedicated research team. By thoroughly examining factors such as the likelihood of management changes, plans for treasury stock utilization, the ability to execute shareholder return policies, and the substantive actions of companies in relation to policies, TruStone has proactively identified companies likely to benefit from policy measures.

TruStone Asset Management is actively implementing the Stewardship Code and fulfilling its role as a responsible institutional investor. Unlike many asset management firms that remain passive observers after investing, TruStone encourages real change within companies through an activist approach, including active communication with management and the proposal of agenda items at general shareholders' meetings.

This provides a structural foundation that allows the performance of the ETF portfolio to go beyond simply tracking the market and to be directly linked to value-up results.

TruStone Asset Management emphasized the importance of strategic judgment regarding which companies are actually included in the portfolio and whether those companies are direct beneficiaries of policy implementation. The company advised that the more accurately an ETF can read the potential for real improvement in both policy and corporate fundamentals, the more likely it is to differentiate itself in medium- to long-term performance.

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