LongPoint Adds the Moat Active Premium Yield ETF

Executive Summary

• LongPoint Asset Management and Moat Financial have launched the Moat Active Premium Yield ETF (TSX: MOAT) on the Toronto Stock Exchange.
• The ETF employs an active put‑write strategy on North American equities, targeting high income and moderate capital growth, with a management fee of 0.75% per annum.
• This is the fifth ETF introduced through LongPoint’s partnership platform, expanding Canadian investors’ access to derivative‑based income strategies.

Key Details

• ETF Name & Symbol: Moat Active Premium Yield ETF (TSX: MOAT).
• Launch Date: Commenced trading on the TSX as of market open on 14 January 2026.
• Strategy Overview:
• Primary focus on writing out‑of‑the‑money, short‑dated cash‑secured put options on North American equity securities.
• May invest directly in equities when attractive entry points arise or when assigned on put options.
• Can also write covered calls and employ combination income‑focused option strategies.
• Investment Objective: Provide high income and moderate capital growth primarily through the put‑write strategy, with occasional direct equity investments.
• Management Fee: 0.75% of net asset value per annum (plus applicable sales tax), accrued daily and payable monthly in arrears.
• Partnership Structure:
• LongPoint handles ETF operational aspects; Moat Financial supplies the derivatives‑based investment expertise.
• Both firms are Canadian‑owned and operated asset managers.
• Platform Context: Fifth ETF launched via LongPoint’s “ETF partnership platform,” which enables external managers to bring unique mandates to the Canadian market.
• Quotes:
• Steve Hawkins, CEO of LongPoint: Emphasized synergy between LongPoint’s operational capabilities and Moat Financial’s derivative strategy expertise.
• Chris Thom, CEO & Portfolio Manager of Moat Financial: Highlighted the active, non‑rules‑based approach to delivering income‑focused returns.

Notable Quotes

• “Combining LongPoint's ETF expertise with Moat Financial's expertise with derivatives‑based income strategies has resulted in an active ETF, unique to Canada.” – Steve Hawkins, CEO, LongPoint
• “The Moat ETF offers Canadian investors unique access to an active income focused put writing strategy… helping us identify income producing opportunities while remaining aware of downside protection.” – Chris Thom, CEO & Portfolio Manager, Moat Financial