Bluemonte Large Cap Growth ETF (BLGR)

Overview

BLGR seeks capital growth by investing in unaffiliated Exchange-Traded Funds (ETFs) focused on large-cap growth companies. The underlying funds may be managed either passively or actively, targeting US and/or non-US equities that exhibit growth potential through above-average rates in earnings, sales, or cash flow. Utilizing a top-down approach, the fund combines macroeconomic analysis with bottom-up research to inform its investment selections. The sub-adviser plays a critical role in identifying the optimal allocation mix and return profile, carefully selecting funds that accurately represent the intended asset class while maintaining reasonable pricing. Relative performance is assessed against similar ETFs. For actively managed ETFs, the fund-of-funds conducts further evaluations of the management quality and their tenure to ensure robust investment decisions. As an actively managed ETF, the fund manager holds full discretion to adjust the portfolio as market conditions evolve.

Products and Services

• ETF Investments

  Investing in unaffiliated ETFs that provide exposure to large-cap growth companies, focusing on those that show the potential for above-average financial growth in terms of earnings, sales, or cash flow.

• Active Portfolio Management

  The fund manager has the flexibility to make portfolio adjustments at any time based on market analysis and economic conditions, ensuring that investment strategies remain aligned with growth opportunities.

• Macro and Micro Analysis

  The investment approach includes comprehensive top-down macroeconomic analysis, paired with detailed bottom-up research that focuses on individual fund performance and characteristics.

• Fund Selection and Allocation

  The sub-adviser identifies and selects funds that adhere to specific criteria including representation of an asset class, reasonable pricing, and competitive performance against peer ETFs.

• Quality Assessment of Actively Managed ETFs

  Extensive analysis of actively managed ETFs is conducted, focusing on management quality and the tenure of the team's performance to ensure investment reliability and effectiveness.