SRHQ
SRH U.S. Quality GARP ETF
📎 Investment Objective
The SRH U.S. Quality GARP ETF (SRHQ) seeks to provide long-term capital appreciation by investing in a portfolio of U.S. equities that exhibit growth at a reasonable price (GARP) characteristics.
Overview
ETF tracking SRH U.S. Quality GARP ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The SRH U.S. Quality GARP ETF (SRHQ) seeks to provide long-term capital appreciation by investing in a portfolio of U.S. equities that exhibit growth at a reasonable price (GARP) characteristics.
🎯 Investment Strategy
The fund uses a quantitative, rules-based approach to identify U.S. stocks that have strong fundamentals, sustainable growth, and attractive valuations. The portfolio is diversified across sectors and market capitalizations.
✨ Key Features
- Focuses on U.S. stocks with GARP characteristics
- Utilizes a quantitative, rules-based investment process
- Diversified portfolio across sectors and market caps
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Equity market risk - the value of the fund's holdings may decline due to general market conditions
- Sector concentration risk - the fund may be more heavily weighted in certain sectors, which could increase volatility
- Style risk - the fund's GARP investment style may fall out of favor compared to other investment approaches
- Liquidity risk - some holdings may be difficult to sell at desired prices
👤 Best For
The SRH U.S. Quality GARP ETF may be suitable for long-term investors seeking exposure to a diversified portfolio of high-quality U.S. stocks with the potential for capital appreciation. It may be appropriate as a core equity holding or as part of a broader, diversified investment portfolio.