BCUS seeks long-term capital appreciation through concentrated exposure to the US large-cap equity space. The sub-adviser defines large-caps as companies with market capitalizations exceeding $5 billion at the time of purchase. The fund seeks to invest in companies that are perceived to have characteristics of structurally advantaged business models. To construct the portfolio, the fund employs a proprietary quantitative framework that utilizes data analysis designed to evaluate each firms ability to compound capital over time. Such analysis incorporates company-specific data, fundamental metrics, and market data. The resulting portfolio consists of 25 to 50 stocks, which are reconstituted and rebalanced on a monthly basis. The fund expects to hold stocks for at least one year and will not invest more than 10% of its assets in any single security.
公司网站 :
https://www.sec.gov/ix?doc=/Archives/edgar/data/1547950/000121390023096430/ea166919_485bpos.htm
总经理:-
建立时间:2023
公司总部:Exchange Listed Funds Trust Bancreek U.S. Large Cap ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds