Key stats
About Hilton Small-MidCap Opportunity ETF
Expense ratio
0.55%
Home page
Inception date
Nov 29, 2023
SMCO leverages its proprietary investment process to pursue risk-adjusted returns within the US small- and mid-cap equity space. The process is a bottom-up approach that screens value, growth, and core stocks. Its objective is to deliver attractive long-term returns by identifying mispriced stocks at every stage of the economic cycle. Moreover, it considers stocks with diverse valuations, from undervalued to seemingly overvalued, driven by confidence in long-term success. The portfolio will consist of 50-75 stocks deemed fundamentally attractive and reasonably valued. The sub-adviser, guided by insights into the macroeconomic environment and industry trends, seeks stocks poised to benefit from improving business prospects. Periodic evaluations by the sub-adviser prompt adjustments in positions, reflecting changes in risk/reward dynamics. Securities are divested when a stock is fully valued, discrepancies in fundamental expectations, or more favorable investments.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Industrial Services
Electronic Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.