USSE Profile
The Segall Bryant & Hamill Select Equity ETF is designed to provide investors with targeted exposure to a portfolio of U.S.-traded equity securities, including American Depositary Receipts (ADRs) from international companies. Under normal market conditions, the fund commits at least 80% of its net assets, including any borrowings used for investment purposes, to stocks traded on U.S. exchanges. This focus encompasses both domestic companies and foreign firms that issue ADRs, offering a broad spectrum of investment opportunities.
The fund adopts a selective approach to equity investment, aiming to identify and invest in high-quality companies with strong growth potential and solid fundamentals. This approach includes evaluating both U.S.-based companies and those incorporated outside the United States but listed on U.S. markets. By incorporating ADRs, the fund allows investors to gain exposure to global business opportunities without directly investing in foreign markets.
The investment strategy of the Segall Bryant & Hamill Select Equity ETF is geared towards capturing the performance of selected equities with the potential for significant appreciation. The fund’s portfolio is constructed based on thorough analysis and research, targeting companies that exhibit robust financial health, growth prospects, and competitive advantages in their respective sectors. This focused investment strategy aims to deliver long-term capital appreciation.
As a non-diversified fund, the Segall Bryant & Hamill Select Equity ETF may concentrate its investments in fewer securities compared to more diversified funds. This concentrated approach allows for potentially higher returns but also involves greater risk. Investors interested in this fund should consider their risk tolerance and investment goals, given the focused nature of its investment strategy and the specific market exposures it entails.
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