SMLL focuses on long-term total return through investments in US small capitalization companies that fall within the Russell 2000 Index. Employing a proprietary bottom-up analysis, SMLL selects approximately 30 to 80 companies based on competitive advantages, strong business models, and consistent cash flow. The selection process involves metrics like Price to Free Cash Flow, Return on Invested Capital, and insider share purchases. The Fund also analyzes a companys competitive position and assesses management's ability to allocate capital effectively. Regular valuation analysis is conducted to determine a stock's intrinsic value and assess whether it is trading at a discount. SMLL may divest from certain holdings if there are shifts in fundamentals, market overvaluation, or when better investment opportunities arise.
公司网站 :
https://uat.harborcapital.com/etf/smll/
总经理:-
建立时间:2024
公司总部:Harbor ETF Trust Harbor Active Small Cap ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds