CCFE
Concourse Capital Focused Equity ETF
📎 Investment Objective
The Concourse Capital Focused Equity ETF (CCFE) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of U.S. equities.
Overview
ETF tracking Concourse Capital Focused Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Concourse Capital Focused Equity ETF (CCFE) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of U.S. equities.
🎯 Investment Strategy
The fund aims to achieve its objective by investing in the securities of 20-30 companies that the fund's portfolio managers believe have strong growth potential and sustainable competitive advantages. The portfolio is actively managed, with the managers using fundamental research to identify undervalued companies.
✨ Key Features
- Concentrated portfolio of 20-30 U.S. stocks
- Actively managed strategy focused on identifying high-quality growth companies
- No investment minimum and low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Concentration risk as the fund holds a limited number of securities
- Potential for higher volatility compared to broader market indexes
- Reliance on the portfolio managers' stock selection abilities
- Limited performance history makes it difficult to evaluate long-term returns
👤 Best For
The Concourse Capital Focused Equity ETF may be suitable for investors seeking long-term capital appreciation through a concentrated portfolio of U.S. growth stocks. Due to the fund's relatively high risk profile and lack of performance history, it is best suited for investors with a higher risk tolerance and a long-term investment horizon.