CBSE
Clough Select Equity ETF
📎 Investment Objective
The Clough Select Equity ETF (CBSE) seeks to provide long-term capital appreciation by investing in a diversified portfolio of U.S. equities.
Overview
ETF tracking Clough Select Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Clough Select Equity ETF (CBSE) seeks to provide long-term capital appreciation by investing in a diversified portfolio of U.S. equities.
🎯 Investment Strategy
The fund employs a fundamental, bottom-up investment approach to identify companies that the portfolio managers believe are undervalued and have the potential for long-term growth. The portfolio is actively managed and may invest in companies of any market capitalization.
✨ Key Features
- Actively managed portfolio of U.S. equities
- Focuses on identifying undervalued companies with growth potential
- Diversified across sectors and market capitalizations
- No investment minimum or account fees
⚠️ Primary Risks
- Market risk: The value of the fund's investments may decline due to general market conditions
- Equity risk: The fund's investments in stocks are subject to stock market fluctuations
- Sector risk: The fund may be more vulnerable to developments in a particular sector of the market
- Small- and mid-cap risk: Investments in smaller companies may be more volatile and less liquid
👤 Best For
The Clough Select Equity ETF may be suitable for investors seeking long-term capital appreciation through exposure to a diversified portfolio of U.S. equities. The fund's active management approach and focus on undervalued growth companies may appeal to investors with a higher risk tolerance and a longer investment horizon.