RSMC focuses on achieving long-term capital growth through an actively managed investment strategy centered on US small- and mid-cap equity securities. The fund primarily targets companies that are either organized in the US or significantly engaged in business activities within the country. This approach allows RSMC to tap into a diverse range of growth opportunities within the small- and mid-cap segment. The fund emphasizes the selection of companies with a strong growth trajectory, competitive advantages, and solid balance sheets, conducting analysis of market and financial data to inform buy, sell, and hold decisions. RSMC may hold securities of companies outside the specified market cap range, aiming for flexibility in its investment approach. While the fund occasionally concentrates its investments in specific sectors, it aims to avoid excessive exposure to any single industry. RSMC seeks to navigate market conditions while capturing growth potential.
公司网站 :
https://rockefelleretfs.com/rsmc/
总经理:-
建立时间:2024
公司总部:Tidal Trust III Rockefeller U.S. Small-Mid Cap ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds