The fund is actively managed and invests approximately 80% of its net assets in equity securities with long-term growth potential. It purchases securities when market prices are considered reasonable relative to enterprise value and uses fundamental analysisincluding balance sheets, historical earnings, valuation, and growth prospectsto estimate intrinsic value and evaluate investment suitability. The fund targets both U.S. and non-U.S. large-cap companies with stable operations, strong financials, and competitive advantages. It employs a low-turnover approach and a long-term investment horizon, selling positions if fundamentals deteriorate, management quality declines, or valuations exceed projected earnings.
公司网站 :
www.arlingtonassetmanagement.com.
总经理:-
建立时间:2025
公司总部:AQE Core ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds