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 |