USSE
Segall Bryant & Hamill Select Equity ETF
📎 Investment Objective
The Segall Bryant & Hamill Select Equity ETF (USSE) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of U.S. equities that the fund's managers believe have strong growth potential.
Overview
ETF tracking Segall Bryant & Hamill Select Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Segall Bryant & Hamill Select Equity ETF (USSE) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of U.S. equities that the fund's managers believe have strong growth potential.
🎯 Investment Strategy
The fund's managers use a fundamental, bottom-up approach to identify high-quality companies with attractive valuations, sustainable competitive advantages, and the potential for long-term growth. The portfolio is typically concentrated in 30-40 stocks across a range of sectors.
✨ Key Features
- Actively managed portfolio of U.S. large-cap stocks
- Concentrated portfolio of 30-40 high-conviction holdings
- Emphasis on companies with strong growth potential and competitive advantages
- Relatively high active share compared to broad market indexes
⚠️ Primary Risks
- Concentration risk: The fund's performance may be more volatile due to its concentrated portfolio
- Equity market risk: The value of the fund's holdings may decline due to general market conditions
- Sector risk: The fund's performance may be disproportionately impacted by the performance of a particular sector
- Manager risk: The fund's performance depends on the skill and decisions of the portfolio managers
👤 Best For
The Segall Bryant & Hamill Select Equity ETF may be suitable for investors seeking long-term capital appreciation through an actively managed portfolio of U.S. large-cap stocks. Investors should have a higher risk tolerance and a long-term investment horizon to accommodate the fund's concentrated nature and potential for increased volatility.