CAML actively manages a portfolio of domestic large-cap growth stocks. The fund's investment approach combines a growth style and a bottom-up, fundamental research. Stock selection focuses on high-quality companies with above-average earnings growth and free cash flows. Key factors considered include established profitability, a history of earnings growth, positive free cash flow, and prudent debt use. Equity investments encompass ETFs, common stocks, and preferred stocks, with up to 20% possibly held in ADRs and GDRs representing minor interest foreign securities. Additionally, the fund may hold small- and mid-cap companies, with total exposure capped at 20%. Stocks are divested when growth indicators decline or if there's a shift in the investment rationale.
公司网站 :
http://etfs.congressasset.com/large-cap-growth.html
总经理:-
建立时间:2023
公司总部:Professionally Managed Portfolios Congress Large Cap Growth ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds