Series Portfolios Trust - Adaptive Select ETF company info
ADPV
Series Portfolios Trust - Adaptive Select ETF
What does Series Portfolios Trust - Adaptive Select ETF do?
Series Portfolios Trust - Adaptive Select ETF (NYSEARCA:ADPV) operates as an exchange-traded fund aiming to provide investors with adaptive exposure to a diverse range of market segments. By employing a dynamic investment strategy, the fund adjusts its portfolio composition in response to evolving market conditions, focusing on achieving long-term capital appreciation. Its projects involve meticulously analyzing market trends and economic indicators to select the most promising investment opportunities across various sectors. The objective of Adaptive Select ETF is to offer an agile investment option that seeks to capitalize on growth opportunities while managing risk, making it a suitable choice for investors looking to navigate the complexities of the financial markets with an adaptable approach.
Company Snapshot
Is Series Portfolios Trust - Adaptive Select ETF a public or private company?
Ownership
Public
How many people does Series Portfolios Trust - Adaptive Select ETF employ?
Employees
2
What sector is Series Portfolios Trust - Adaptive Select ETF in?
Sector
ETF
Where is the head office for Series Portfolios Trust - Adaptive Select ETF?
Head Office
New York, United States
What year was Series Portfolios Trust - Adaptive Select ETF founded?
Year Founded
2022
What does Series Portfolios Trust - Adaptive Select ETF specialise in?
What are the products and/or services of Series Portfolios Trust - Adaptive Select ETF?
Overview of Series Portfolios Trust - Adaptive Select ETF offerings
Focus on Global Quality Stocks with Momentum and Low Volatility Tilt: ADPV invests in equity securities of companies from around the world (global) that exhibit strong quality characteristics, such as profitability, management efficiency, and cash flow. It incorporates a momentum factor, targeting stocks with positive price trends, and a low volatility overlay, aiming to reduce overall portfolio risk.
Multi-Factor Approach: Unlike ETFs that focus on a single factor like value or size, ADPV combines quality, momentum, and low volatility factors. This multi-factor approach seeks to capture potential returns from various aspects of the global stock market.
Passively Managed: ADPV tracks an underlying index, likely the Solactive Global Quality Low Volatility Momentum Index. This index defines the specific companies and their weightings based on the multi-factor screening criteria.
Global Diversification: The underlying index may include companies from developed and emerging markets, offering global diversification within the quality, momentum, and low volatility framework.
Potential for Capital Appreciation: The primary objective of ADPV is to achieve capital appreciation for investors through potential price increases of the underlying global stocks in the portfolio. The combination of factors aims to capture growth potential while considering quality and risk reduction.
Exchange-Traded Fund: ADPV is listed on the NYSE Arca exchange under the ticker symbol ADPV. This allows investors to easily buy and sell shares of the ETF like any stock, offering a potentially cost-effective way to gain exposure to a globally diversified portfolio with a focus on quality, momentum, and low volatility.