CARK provides exposure to the large-cap spectrum of the US equity space with emphasis on growth firms. It begins its selection process by identifying its investable universe of 1,000 companies based on market-cap and quantitative evaluations such as including a companys margins, return on assets, return on equity, return on invested capital and free cash flow generation. Large-cap companies are defined as those with a market-cap of more than $10 billion. A bottom-up fundamental analysis is then utilized, which involves analyzation of the companies industry dynamics, competition, customer base, and supply chain, to screen for growth companies and also identify potential risks. A portfolio of approximately 20-40 issuers is constructed based on each companys potential free cash flow and earnings growth in the top 20% of the investable universe. Since the fund is actively managed, investment decisions are at the discretion of the adviser including purchasing and selling securities.
公司网站 :
https://castleark.com/
总经理:-
建立时间:2023
公司总部:The Advisors? Inner Circle Fund II CastleArk Large Growth ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds