SEMG employs a bottom-up approach to select 15-30 US growth companies that the fund considers high quality. Selection focuses on companies with strong financials, consistent earnings growth, and sustainable competitive advantages. The goal is capital growth by targeting firms with favorable long-term prospects and potential for above-average returns. Positions typically start at 2-4% and are adjusted if they grow larger or if fundamentals change. Securities are generally held for 3-5 years, with sales occurring if outlooks weaken or more attractive opportunities arise. SEMG seeks undervalued companies with strong growth potential, maintaining diversification and avoiding overconcentration in any sector or issuer. Overall, the approach emphasizes careful stock selection and disciplined portfolio management to pursue growth while managing risks.
公司网站 :
https://suncoastequityetf.com/
总经理:-
建立时间:2025
公司总部:EA Series Trust Suncoast Select Growth ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds