Ashkon Software







 

SMRI - Bushido Capital US Equity ETF

Expense Ratio: 0.71%

SMRI ETF Stock Chart

SMRI Profile

Bushido Capital US Equity ETF logo

The Bushido Capital US Equity ETF (SMRI), issued by Bushido, represents a strategic offering within the realm of exchange-traded funds, focusing predominantly on total market equity investments. This dynamic fund is distinguished by its active management strategy, which entails maintaining an equally weighted portfolio comprising 30 to 50 US stocks identified as undervalued yet possessing strong financial fundamentals. The fund's investment philosophy centers on a rigorous fundamental value approach, aimed at uncovering opportunities that may be overlooked by broader market sentiment.

Launched on Sep 14, 2023, SMRI exemplifies Bushido's commitment to delivering value through astute investment decisions and disciplined portfolio management. This ETF launch marks a significant step in Bushido's strategy to cater to investors seeking exposure to US equities while emphasizing a prudent risk-return profile. By actively monitoring and adjusting its portfolio composition based on evolving market dynamics, Bushido aims to capitalize on emerging opportunities while mitigating downside risks.

Bushido Capital distinguishes itself through a steadfast dedication to research-driven investment strategies and a deep-rooted culture of integrity and transparency. The firm's approach is characterized by a blend of quantitative analysis and qualitative insights, underpinned by a commitment to delivering sustainable long-term returns. Beyond financial metrics, Bushido prioritizes client engagement and satisfaction, fostering enduring partnerships built on trust and reliability.

As a trailblazer in ETF innovation, Bushido Capital continues to expand its footprint in the competitive landscape of asset management. With SMRI, the firm not only aims to enhance investor portfolios but also to set a benchmark for excellence in actively managed US equity investments. Through its proactive approach and unwavering focus on investor outcomes, Bushido Capital seeks to redefine expectations and deliver superior value in today's dynamic market environment.


 

Copyright © 2000-2024, Ashkon Software LLC
Privacy Policy | Refund Policy | Disclaimer