Description: Seeks positions featuring attractive and sustainable multi-year return profiles underpinned by businesses perceived to possess: Robust financial returns and visible reinvestment opportunities Talented management Exposure to the four pillars: operating growth, strong balance sheets, high profitability, and attractive valuations
Exchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Large Growth
Asset Allocation | |||
---|---|---|---|
Asset Class | Long % | Short % | Net Assets |
Stock US | 86.77 | 0.00 | 86.77 |
Stock non-US | 13.12 | 0.00 | 13.12 |
Cash | 0.11 | 0.00 | 0.11 |
Sector Weights | ||
---|---|---|
Sector | Equity % | Relative to Category |
Technology | 35.27 | 32.96 |
Financial Services | 21.11 | 9.95 |
Industrials | 16.67 | 6.35 |
Real Estate | 9.61 | 1.61 |
Healthcare | 9.36 | 15.93 |
Consumer Cyclicals | 4.54 | 15.95 |
Communication Services | 3.43 | 8.93 |
World Regions | ||
---|---|---|
Region | Equity % | Relative to Category |
North America | 91.02 | 96.46 |
Europe Developed | 8.98 | 2.03 |
Japan | 0.00 | 0.07 |
Asia Emerging | 0.00 | 0.29 |
Latin America | 0.00 | 0.23 |
Asia Developed | 0.00 | 0.34 |
United Kingdom | 0.00 | 0.55 |
Africa/Middle East | 0.00 | 0.03 |