BRNY Profile
Burney U.S. Factor Rotation ETF is an actively managed exchange-traded fund (ETF) designed to deliver long-term capital growth by strategically investing in a diverse range of U.S. common stocks. The fund's primary investment strategy involves allocating at least 80% of its net assets, in addition to any borrowings for investment purposes, into U.S. listed common stocks. This allocation includes equity securities of companies across large-cap, mid-cap, and small-cap segments of the market.
The fund aims to achieve its growth objective by dynamically rotating investments among various factors and market segments. By focusing on a broad spectrum of U.S. equities, the ETF seeks to capitalize on different market conditions and investment opportunities that arise across various capitalization levels. This includes actively selecting stocks based on factors such as value, momentum, quality, and other criteria that are expected to drive superior returns.
In managing the fund, the investment team employs a rigorous selection process to identify companies that align with their strategic objectives. This involves analyzing fundamental and technical factors to assess growth potential and market performance. The active management approach allows the fund to adjust its holdings in response to changing market conditions, aiming to optimize performance relative to its investment goals.
Burney U.S. Factor Rotation ETF offers investors a strategic investment vehicle for accessing a diversified portfolio of U.S. equities. The funds focus on long-term capital growth and its active management strategy provide opportunities to benefit from a variety of market factors and economic conditions. By investing in a mix of large, mid, and small-cap stocks, the ETF aims to balance risk and return, leveraging its factor-based approach to enhance overall investment outcomes.
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