Description

This ETF aims to deliver significant long-term capital appreciation while also preserving investors' capital, primarily by strategically allocating investments across a diverse global universe of stocks. Utilizing an active management strategy, the fund typically assigns a larger portion of its assets to U.S. equities, but it retains the flexibility to invest in companies situated in other established and developing markets worldwide. Portfolio managers select companies by evaluating their potential returns within the portfolio, considering both current stock valuations and a comprehensive assessment of each company's anticipated long-term growth. This rigorous analysis involves scrutinizing a company's competitive standing, the strength of its management team, its projected profitability, and its financial stability. The fund generally plans to hold its positions for extended periods and possesses the discretion to also invest in fixed income securities.