ESLG aims for long-term capital appreciation by investing in large-cap US companies that exhibit growth style characteristics. The actively managed fund uses a long-only investment approach and seeks to generate performance like its benchmark index of US companies with the highest growth factor scores. The fund selects at least 75 companies using fundamental research that includes a values-based screening inspired by the Christian faith. Selection of growth securities is based on long-term projected earnings growth while also considering other characteristics, such as historical earnings growth, sales, cash flow, and book value. The fund caps an industry or industry group by 25%, except when it represents 20% or more of the benchmark, allowing up to 35%. While actively managing the fund, the adviser monitors its holdings with full discretion to adjust the portfolio as necessary using research, quantitative modeling, and risk tools.
公司网站 :
https://www.eventideinvestments.com/etfs/eslg
总经理:-
建立时间:2025
公司总部:Eventide Large Cap Growth ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds