Emerald Advisers and F/m Investments Launch F/m Emerald Special Situations ETF (SPIT)

Emerald Advisers, in partnership with F/m Investments, today announces the launch of the F/m Emerald Special Situations ETF (SPIT), now trading on Nasdaq under the ticker SPIT. The actively managed ETF is designed to provide investors with differentiated exposure to companies experiencing unique, idiosyncratic catalysts that can lead to significant price dislocations and outsized return potential.

“Emerald has spent over 30 years identifying stock-specific catalysts that drive value creation, and this ETF allows us to deliver that expertise in a concentrated, high-conviction strategy,” said David Volpe, CFA, President and Portfolio Manager at Emerald Advisers. “SPIT is designed for investors seeking differentiated opportunities that go beyond crowded strategies and mega-cap concentration.”

SPIT focuses on companies undergoing transformative events, including but not limited to:

• Executive leadership transitions
• Business model transformations
• Mergers and acquisitions
• Regulatory or legislative shifts
• Technological adoption or disruption
• Market expansions

Unlike traditional ETFs constrained by benchmarks, sector exposures, or momentum-driven strategies, SPIT aims to be benchmark-agnostic and sector-agnostic, providing its managers the flexibility to identify high-conviction opportunities wherever they arise.

“This strategy gives us the flexibility to invest across sectors, geographies, and market caps, focusing entirely on where we believe the market is mispricing opportunities,” added Stephen Amsterdam, Portfolio Manager and Senior Research Analyst at Emerald Advisers. “We’re not constrained by benchmarks or tied to the momentum of mega-cap names. SPIT is built to be a satellite holding, a gas pedal within a portfolio, that gives investors true diversification beyond what they already own.”

The ETF strategy leverages Emerald’s proprietary 10-step research process and its team’s deep fundamental expertise, built on more than three decades of identifying under-researched growth opportunities through approximately 2,000 company meetings each year. The Emerald team consists of 15 investment professionals with over two decades average industry experience and 20 years average tenure at Emerald.

“We’re proud to again partner with Emerald for this ETF launch,” shared Alex Morris, CEO of F/m Investments. “SPIT reflects our mission to deliver innovative, research-driven ETF solutions that empower investors to diversify beyond traditional benchmarks. This product is designed to help advisors and investors access strategies that can meaningfully complement existing portfolios.”