Suncoast Select Growth ETF (SEMG)

Overview

The Suncoast Select Growth ETF is an actively managed exchange-traded fund designed to achieve long-term capital appreciation. The fund targets a concentrated portfolio comprised of 15 to 30 high-quality growth companies within the United States. Utilizing the SEM Disciplined Investment System (SEM-DIS), the fund adopts a bottom-up, fundamental stock selection approach that integrates both value and growth investment principles. With a strategic focus on companies that exhibit robust financial performance, promising growth prospects, and well-aligned management teams, the ETF aims to identify stocks that are trading at reasonable valuations relative to their intrinsic value.

Products and Services

• Actively Managed ETF:

  This fund is actively managed, meaning that the investment team makes ongoing decisions about the purchase and sale of specific stocks based on thorough research and analysis. This approach aims to enhance returns and adapt to dynamic market conditions.

• Concentrated Portfolio:

  The Suncoast Select Growth ETF maintains a concentrated portfolio of 15 to 30 high-quality U.S. growth companies. This targeted investment strategy allows for deeper analysis and a more focused investment approach, maximally leveraging expert insights for optimal performance.

• SEM Disciplined Investment System (SEM-DIS):

  Employing a systematic approach, SEM-DIS combines both value and growth principles in its stock selection process. This methodology is grounded in a detailed understanding of each company's financial metrics, market position, and broader economic factors.

• Focus on Financial Performance:

  The ETF strategically selects companies that exhibit strong financial health, thereby enhancing the likelihood of long-term performance. This includes examining balance sheets, income statements, and cash flow statements to pinpoint fundamentally sound investments.

• Growth Prospects Analysis:

  By focusing on companies with favorable growth prospects, the fund aims to invest in firms poised for growth through innovative products, market expansion, or significant industry advantage. This forward-looking analysis serves as a catalyst for long-term capital appreciation.

• Management Team Alignment:

  The ETF place significant emphasis on companies with management teams that are aligned in interests with shareholders. Governance and strategy execution by competent leadership are vital in reinforcing investor confidence and ensuring long-term growth.

• Value Assessment:

  The fund assesses the intrinsic value of potential investments, aiming to identify companies that are trading at reasonable valuations. This value assessment is crucial in mitigating risks associated with overvaluation and enhancing prospects for capital appreciation.