Elevation Series Trust - SRH U.S. Quality ETF company info

What does Elevation Series Trust - SRH U.S. Quality ETF do?
Elevation Series Trust - SRH U.S. Quality ETF (NYSE:QUAL) focuses on investing in a portfolio of high-quality U.S. stocks that are believed to offer sustainable growth and income over time. Its strategy aims at identifying companies with strong balance sheets, consistent earnings, and the potential for long-term performance. Managed by a team of experienced investors, the ETF seeks to provide shareholders with both capital appreciation and dividend income, targeting assets that align with its rigorous quality criteria. Elevation Series Trust - SRH U.S. Quality ETF is committed to transparency, risk management, and delivering value to its investors through meticulous selection and monitoring of its investments.
Elevation Series Trust - SRH U.S. Quality ETF company media
Company Snapshot

Is Elevation Series Trust - SRH U.S. Quality ETF a public or private company?

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Ownership
Public

How many people does Elevation Series Trust - SRH U.S. Quality ETF employ?

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Employees
3

What sector is Elevation Series Trust - SRH U.S. Quality ETF in?

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Sector
ETF

Where is the head office for Elevation Series Trust - SRH U.S. Quality ETF?

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Head Office
Kansas, United States

What year was Elevation Series Trust - SRH U.S. Quality ETF founded?

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Year Founded
2022
What does Elevation Series Trust - SRH U.S. Quality ETF specialise in?
/Quality Investing /ETF Product /Asset Management /Financial Services /Investment Strategy /Equity Funds

What are the products and/or services of Elevation Series Trust - SRH U.S. Quality ETF?

Overview of Elevation Series Trust - SRH U.S. Quality ETF offerings
Exposure to High-Quality U.S. Large-Cap Stocks: SRHQ focuses on investing in large-capitalization companies listed in the U.S. that are screened based on a combination of three factors: value, growth, and quality. These quality characteristics may include factors like profitability, management strength, and financial stability.
Equal-Weighted Portfolio: Unlike traditional market-cap weighted ETFs, SRHQ offers an equal-weighted portfolio. This means each holding within the fund represents a similar percentage of the total assets, aiming to potentially reduce the influence of a single large company on the fund's performance.
Passive Management: The ETF is passively managed, meaning it tracks the performance of the SRH U.S. Quality Index. SRHQ holds the same securities in the index and adjusts weights to mirror the index composition.
Diversification: By holding a basket of U.S. large-cap stocks based on these quality factors, SRHQ aims to spread out risk and reduce the impact of any single company's performance.
Potentially Lower Costs: ETFs generally offer lower expense ratios compared to some actively managed funds. This translates to a larger portion of the fund's returns going to investors.
Potential for Capital Appreciation: SRHQ offers the potential for long-term capital appreciation if the underlying companies within the quality-focused portfolio experience growth in their stock prices.