TMFG seeks long-term capital appreciation by targeting growth stocks globally that have strong market positioning and free cash flow, manageable leverage, and attractive prices. The fund selects stocks regardless of size and industry to maintain a diversified and mixed portfolio that exhibits capital growth potential. The adviser considers a balance of qualitative and quantitative factors in selecting constituents and evaluates them based on four criteria: management, culture, and incentives, the economics of the business, competitive advantage, and trajectory. At least 30 companies will make up the portfolio, with the 10 largest positions occupying not more than 60% of the funds net assets. Since the fund may tilt heavily to certain sectors, it is vulnerable to development-related risks. TMFG was converted from the MFAM Global Opportunities Fund, an open-ended mutual fund, to an ETF with $677 million in assets, and launched beside its sibling fund TMFM, which focuses on US mid-caps.
公司网站 :
https://fooletfs.com/our-funds/tmfg
总经理:-
建立时间:2021
公司总部:Motley Fool Global Opportunities ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds