OAIM holds a high conviction portfolio of large- and mid-cap equities from around the globe, excluding the US. The fund expects to invest in at least three countries and may include depositary receipts, preferred stocks, convertibles, rights, and warrants in its equity investments. It uses a values-based screening process, which first excludes companies involved in controversial activities from the investable universe and then identifies companies with positive ESG impact. The fund adviser combines quantitative analysis and bottom-up fundamental research to consider the corporate life-cycle spectrum and identify companies that can generate sustainable returns on investment. OAIM seeks to invest across all parts of the life-cycle spectrum and hold high-growth, high-return, income-oriented and distressed investments. The fund adviser may use forwards, swaps, or futures to hedge foreign currency exposure and utilize options or total return swaps to hedge equity exposure.
公司网站 :
https://investments.oneascent.com/etfs/oaim
总经理:-
建立时间:2022
公司总部:Unified Series Trust OneAscent International Equity ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds