Description: An actively managed equity Portfolio that seeks compelling outperformance by investing in REITs and real estate related businesses. Our emphasis on local property market knowledge combined with a repeatable, disciplined investment process seeks to provide defensive growth, diversification relative to broad equities and fixed income, and dividends for investors.
Exchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Real Estate
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 95.52 | 0.00 | 95.52 |
| Stock non-US | 3.31 | 0.00 | 3.31 |
| Other | 0.61 | 0.00 | 0.61 |
| Cash | 0.56 | 0.00 | 0.56 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Real Estate | 97.79 | 98.01 |
| Consumer Cyclicals | 2.21 | 0.90 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 100.00 | 98.44 |
| Japan | 0.00 | 0.36 |
| Australasia | 0.00 | 0.25 |
| Asia Emerging | 0.00 | 0.02 |
| Latin America | 0.00 | 0.01 |
| Asia Developed | 0.00 | 0.40 |
| United Kingdom | 0.00 | 0.18 |
| Europe Emerging | 0.00 | 0.00 |
| Europe Developed | 0.00 | 0.34 |
| Africa/Middle East | 0.00 | 0.00 |