Bushido Capital US Equity ETF — Company Overview, News & Financial Data
Bushido Capital US Equity ETF aims for long-term capital appreciation by investing in undervalued US large-cap value stocks.
Bushido Capital US Equity ETF
Company profile
About Bushido Capital US Equity ETF
Bushido Capital US Equity ETF (NASDAQ:SMRI) is an actively managed exchange-traded fund (ETF) focused on long-term capital appreciation by investing in US large-cap value stocks. The fund utilizes a systematic, fundamental value approach, seeking companies with strong free cash flow, high returns on capital, and a history of shareholder-friendly decisions. Bushido's portfolio managers believe these companies are undervalued by the market and have the potential for significant price growth over time. The ETF offers daily liquidity through exchange trading, but investors should be aware that actively managed funds can have higher fees compared to passively managed index-based ETFs.
Snapshot
2023Year founded
2Employees
Salt Lake City, United StatesHead office
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Global footprint
Operations
All Locations
United States
Products and/or services of Bushido Capital US Equity ETF
- Targeted Exposure to US Large-Cap Value Stocks: SMRI focuses on investing in a basket of large-capitalization (large-cap) U.S. equities considered to be value stocks. Value stocks are typically those believed to be trading for less than their intrinsic value.
- Active Management: Unlike passively managed index-based ETFs, SMRI is actively managed by a team of investment professionals. They research, select, and weight the holdings within the ETF based on their analysis and investment philosophy.
- Systematic, Fundamental Value Approach: Bushido Capital's investment team utilizes a systematic, fundamental value approach when selecting stocks for SMRI. They likely focus on factors like a company's free cash flow, return on capital employed (ROCE), and history of shareholder-friendly actions (dividends, buybacks).
- Potential for Long-Term Capital Appreciation: By investing in undervalued large-cap value stocks, SMRI seeks to achieve long-term capital appreciation for its investors as the share prices of the underlying companies increase.
- Daily Liquidity on Stock Exchanges: SMRI trades on a stock exchange like any other stock, offering investors high liquidity throughout the trading day. Shareholders can easily buy or sell shares to adjust their portfolio allocations.
- Higher Fees Compared to Passive ETFs: Due to the active management involved, SMRI might have higher expense ratios compared to passively managed index-based ETFs. These fees cover the salaries of the investment professionals and any research or management costs associated with the ETF.
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