FFOX aims to capture growth opportunities in the global small- and mid-cap space by investing in companies best positioned to benefit from long-term megatrends. Security selection is based on a proprietary, research-driven process that identifies thematic winners with strong valuation profiles. The strategy aims to deliver alpha by targeting companies viewed as multi-year growth drivers capable of reshaping entire industries. These megatrends include technological innovation, shifting consumer preferences, demographic changes, and environmental sustainability. Investments include companies across sectors and global markets, including US-listed equities, ADRs, and foreign securities in both developed and emerging markets. Positions may be sold if the outlook for outperformance deteriorates. Up to one-third of the funds assets may be lending.
公司网站 :
www.fundxetfs.com
总经理:-
建立时间:2025
公司总部:FundX Investment Trust FundX Future Fund Opportunities ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds