Hilton Small-MidCap Opportunities ETF (SMCO)

Overview

The Sub-Adviser specializes in U.S. equity investments within the small and mid-cap sectors through its proprietary Small & Mid Cap Opportunities (SMCO) Process. This unique investment strategy aims to secure risk-adjusted returns by meticulously investing in fundamentally sound and reasonably valued companies. Their focus is on maintaining a robust portfolio of 50-75 stocks, ensuring a diversified exposure to the small- and mid-cap market segments. Adhering to a disciplined investment approach, the Sub-Adviser commits at least 80% of the fund's net assets, including borrowings for investment purposes, to equity securities of small- and mid-cap companies, reflecting a steadfast dedication to this asset class.

Products and Services

• Small & Mid Cap Opportunities Investment Process (SMCO Process)

  The cornerstone of their offerings, the SMCO Process, is a proprietary investment methodology tailored to exploit opportunities within the U.S. small- and mid-cap equity markets. This process discerns fundamentally attractive and reasonably valued stocks, aiming for a portfolio of 50-75 companies. It's designed for investors seeking expansive exposure to the dynamic small- and mid-cap sectors with a balanced approach to risk and return.

• Equity Securities Investment

  Emphasizing small- and mid-capitalization companies, the Sub-Adviser's equity investment strategy focuses on allocating at least 80% of the fund’s net assets, plus any borrowings for investment purposes, towards equity securities. This approach underscores their commitment to identifying and investing in businesses poised for growth and valued in accordance with their underlying financials, market position, and future prospects.