What does Two Roads Shared Trust - LeaderShares Equity Skew ETF do?

Two Roads Shared Trust - LeaderShares Equity Skew ETF (NYSE:SKEW) focuses on leveraging an innovative investment approach to achieve long-term capital appreciation. Through a strategic equity skew methodology, it aims to provide investors with a differentiated portfolio, concentrating on equities that exhibit positive skewness in their returns distribution. This unique strategy is designed to capture asymmetric return profiles, offering potential for higher upside with controlled risk. The fund operates with the objective of identifying and investing in high-potential stocks that may contribute to superior risk-adjusted returns. As a part of its operations, Two Roads Shared Trust - LeaderShares Equity Skew ETF actively manages its portfolio to adapt to changing market conditions and to seize investment opportunities that align with its investment philosophy, striving to achieve its financial objectives while catering to a diverse investor base.
Two Roads Shared Trust - LeaderShares Equity Skew ETF company media

Company Snapshot

key

Ownership

Public
people

Employees

7
pie chart

Sector

ETF
location pin

Head Office

Walnut Creek, United States
founded flag

Year Founded

2020

What does Two Roads Shared Trust - LeaderShares Equity Skew ETF specialise in?

/Equity ETF /Investment Services /Stock Trading /Asset Management /Financial Advisory /Portfolio Diversification

What are the products and/or services of Two Roads Shared Trust - LeaderShares Equity Skew ETF?

Overview of Two Roads Shared Trust - LeaderShares Equity Skew ETF offerings
Investment Objective: SQEW seeks to generate long-term capital growth
Investment Strategy: The fund employs a contrarian strategy, seeking to buy underperforming asset classes and/or factors and sell outperforming asset classes and/or factors based on quantitative research.
Underlying Securities: SQEW invests in equity securities of companies with a market capitalization of at least $1 billion. The fund can also invest in other ETFs. Some of its holdings include Microsoft Corporation (MSFT), SPDR S&P 600 Small Cap Value ETF (SLYV), Apple Inc. (AAPL), NVIDIA Corporation (NVDA), and SPDR Portfolio S&P 500 Value ETF (SPYV).
Actively Managed: Unlike passively managed ETFs that track a particular index, SQEW is actively managed by a team of professionals who make investment decisions based on their research.
Potential for Higher Turnover: Due to its active management strategy, SQEW may have a higher degree of portfolio turnover than passively managed ETFs. This means that the holdings of the fund may change more frequently.
Expense Ratio: SQEW has an expense ratio of 1.08%, which is the annual fee that investors pay to cover the fund's operating expenses.