BWTG invests in 25 TopGun companies perceived to have the highest quality ratings of large and mid-cap stocks trading on US exchanges, including ADRs. From a starting universe of 1,400 companies, stocks are considered based on personal interviews/consultations with institutional investment professionals during the calendar year. The interviews generate data to establish a companys investment quality score that covers various metrics, such as business strategies, performance, financials, management, and governance, including ESG practices. The fund narrows the portfolio down to the 25 highest-rated stocks, removing companies that drop out of the TopGun status. Proceeds of the sale are allocated to cash, fixed income, or large-cap ETFs. The equal-weighted model portfolio is reconstituted and rebalanced annually in January. BWTGs actively managed mandate allows the fund manager to have full discretion to make any investment decision at any time.
公司网站 :
https://brendanwoodtopgunetf.com/
总经理:-
建立时间:2023
公司总部:ETF Opportunities Trust Brendan Wood TopGun Index ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds