GFGF invests in US stocks that are favored by prominent long-term investors. The subadvisor selects around 20 investors or gurus with publicly available track records of at least 10 years. From an initial universe of US-listed companies based on the publicly available information and 13F filings, the fund screens out companies with market-cap below $1 billion. Securities are ranked by the number of gurus investing in a particular security, regardless of the size of holdings. The subadvisor will recommend approximately 25-30 stocks based on their determined ranking with consideration to quality or value. A stocks quality and value is determined by using various financial measurements. GFGF takes a long-term investment view and recommends changes to the portfolio near the beginning and the middle of each year. As an actively managed fund, the portfolio managers can analyze market and financial data to make buy, sell, and hold decisions at their discretion.
公司网站 :
https://gurufocusetf.com/gfgf/
总经理:-
建立时间:2021
公司总部:Guru Favorite Stocks ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds