SHRT ETF Analysis: Dividends, Returns AMEX:SHRT — TradingView

Analysis

Key stats

SHRT is an actively managed fund aiming to establish long and short positions in US-listed equities and swaps. The fund utilizes a systematic, bottom-up, valuation approach to capitalize on pricing inefficiencies. Stocks are analyzed for their fundamentals such as, recurring earnings, cash flows, capital efficiency, capital structure, and valuation. The fund aims to have a 50% net short exposure. The funds long positions focus on undervalued stocks and are weighted heavily towards those stocks that are priced at the largest discount based on the sub-advisers assessment. The short positions focus on overvalued stocks, with weights skewed to those trading at the largest premium. This fund is rebalanced daily to maintain exposure levels, manage risk, and reflect changes resulting from new information. Prior to November 6, 2023, SHRT operated as a mutual fund, which commenced operations on August 1, 2017, and prior to that as a private fund. The ETF launched with $19.1 million AUM.