WBIL Profile
The WBI BullBear Quality 3000 ETF is engineered to offer investors access to a wide range of equity securities across different market capitalizations, including small-cap, mid-cap, and large-cap companies, both domestic and international. The fund’s investment strategy focuses on identifying companies with strong potential for intrinsic value growth and high-quality fundamentals. Managed by a sub-advisor affiliated with WBI, the fund aims to capture attractive investment opportunities that align with its quality-oriented approach.
The ETF seeks to achieve its investment goals by selecting equities that exhibit robust growth prospects and high-quality characteristics. This includes a comprehensive evaluation of company fundamentals, such as financial health, competitive position, and profitability. By investing in both established and emerging markets, the fund provides a diverse exposure to a broad spectrum of high-quality companies, allowing investors to benefit from global growth trends.
A distinctive feature of the WBI BullBear Quality 3000 ETF is its strategic flexibility, allowing for up to 50% of its net assets to be invested in securities from emerging markets. This allocation enhances the fund’s exposure to high-growth regions, which can offer significant return potential but also come with heightened risk and volatility. The fund’s approach is designed to balance these risks while seeking to capitalize on emerging market opportunities.
Under the management of WBI and its affiliates, the WBI BullBear Quality 3000 ETF leverages the firm’s expertise in equity investing and tactical asset management. The fund’s strategy integrates quality-based selection criteria with a dynamic investment approach, aiming to provide investors with a robust vehicle for accessing high-growth, high-quality opportunities across both domestic and international markets. This strategy is designed to enhance returns while managing risk, offering a comprehensive solution for growth-focused investors.
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