Suncoast Equity Management launches Suncoast Select Growth Fund on NYSE

Suncoast Equity Management, a boutique investment management firm with a growing presence in the intermediary distribution space, today announced the launch of its first actively managed exchange-traded fund (ETF): the Suncoast Select Growth Fund. Now trading on the New York Stock Exchange (NYSE) under the ticker symbol SEMG, the fund marks a significant milestone for the firm as it expands access to its disciplined investment strategy through a new, investor-friendly vehicle.

SEMG holds a concentrated portfolio of 18 to 22 high-conviction, domestic large-cap growth companies. With a dual objective of capital appreciation and preservation, the strategy targets businesses demonstrating strong earnings growth, consistent free cash flow, robust balance sheets, and durable competitive advantages. Developed and refined over 27 years, the strategy has been managed in a separate account format by Suncoast Equity Management’s Founder and Chief Investment Officer, Donald Jowdy, and Senior Vice President and Co-Portfolio Manager, Amy Lord, CFA, for the past 16 years.

“The launch of SEMG marks an exciting new chapter for Suncoast Equity Management,” said Dan McNichol, President of Suncoast Equity Management. “This ETF allows us to expand access to a time-tested strategy, reaching a wider range of institutional and intermediary partners while staying true to the disciplined approach that has defined our firm for nearly 30 years.”

Jowdy and Lord will continue to lead the strategy within the ETF. Both bring deep experience and a consistent long-term approach to portfolio management that emphasizes rigorous bottom-up research and risk-conscious decision-making. The ETF structure offers key benefits to investors, including daily liquidity, tax efficiency, and greater accessibility for individual and institutional investors alike. The fund was developed in partnership with ETF Architect, a leading fund advisory firm that supported the structure and launch of SEMG.

This evolution to an ETF format was a natural next step, driven by growing interest among key intermediary relationships. By responding to this demand, Suncoast Equity Management reaffirms its long-standing investment philosophy while embracing a structure aligned with modern portfolio construction and broader client access.

“As ETFs continue to become a core component of financial advisors’ portfolio construction, this launch helps deepen our ability to serve both existing and future clients,” added McNichol.

This launch supports a broader strategic evolution at Suncoast, which has grown its institutional intermediary business from $200 million to over $1 billion in assets under management (AUM) and assets under advisement (AUA) over the last five years, bringing total firm assets to approximately $1.8 billion. Today, the firm partners with several nationally recognized financial institutions across wealth management and banking, leveraging those relationships to deliver tailored investment solutions at scale.

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