Clough Select Equity ETF (CBSE)

Overview

The fund is an actively managed ETF designed to seek out investment opportunities in securities that its Adviser believes demonstrate above-average financial characteristics, are undervalued, and/or have significant growth potential. With a strategy that involves investing primarily in equity securities, including common stocks and depositary receipts, the fund aims to capitalize on these opportunities by dedicating at least 80% of its net assets, in addition to borrowings for investment purposes, towards its equity-oriented investment mandate. This approach allows the fund to navigate and exploit market conditions with the objective of achieving superior investment outcomes for its stakeholders.

Products and Services

• Equity Securities Investment

  This service is at the core of the fund's offerings, focusing on investing in a variety of equity securities. These include common stocks that represent ownership in companies and depositary receipts, which are certificates issued by a bank representing shares in a foreign company traded on a local stock exchange. The objective is to leverage these investments to realize growth potential and undervaluation in the assets selected, adhering to the fund’s strategic aim of achieving above-average financial returns.

• Active Management Strategy

  The fund employs an active management approach to portfolio construction and selection of investments. By doing so, it aims to identify securities that, according to its Adviser's analysis, demonstrate exceptional financial characteristics, undervaluation, or potential for significant growth. This proactive strategy involves frequent analysis and adjustments to the portfolio to align with the fund's investment objectives and adapt to changing market conditions, aiming to secure optimal returns for investors.