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 |