BFRE

Westwood LBRTY Global Equity ETF

$29.26
+0.00%
Market closed. Last update: 10:53 PM ET

📎 Investment Objective

The Westwood LBRTY Global Equity ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of global equity securities.

Overview

ETF tracking Westwood LBRTY Global Equity ETF

Issuer Other
Inception Date 2025-03-27
Market Cap $2.9M
Average Volume N/A
Dividend Yield 0.63%
52-Week Range $21.74 - $29.87
VWAP $29.31

Performance

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Investment Summary

📎 Investment Objective

The Westwood LBRTY Global Equity ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of global equity securities.

🎯 Investment Strategy

The ETF invests primarily in common stocks of companies located throughout the world, including both developed and emerging markets. The fund's portfolio is actively managed, with the goal of outperforming the global equity market over the long term.

✨ Key Features

  • Broad global equity exposure across developed and emerging markets
  • Active management approach aimed at generating alpha over the benchmark
  • Relatively low expense ratio compared to many actively managed global equity funds
  • Suitable for investors seeking long-term capital growth through international diversification

⚠️ Primary Risks

  • Exposure to fluctuations in global equity markets and currency exchange rates
  • Potential for higher volatility compared to broad market indexes
  • Risks associated with investing in emerging markets, including political, economic, and liquidity risks
  • Reliance on the fund manager's ability to successfully implement the active investment strategy

👤 Best For

The Westwood LBRTY Global Equity ETF may be suitable for long-term investors seeking exposure to global equities as part of a diversified portfolio. It may be particularly appealing to investors who are comfortable with the higher risk and potential for greater returns associated with an actively managed international equity strategy.