CBLS Changebridge Capital Long/Short Equity ETF
What is CBLS?
CBLS is an alternative strategy that takes both long and short position in US-listed stocks. The actively managed fund will typically be 30%-70% net long exposure.
CBLS Factset Analytics Insight
CBLS has free rein within the US-listed equity market to establish long and short positions based on the fund adviser’s 5-11 year outlook for the space. The objective is to provide capital appreciation while minimizing volatility as compared to the broader equity market. Long positions focus on sectors, industries, or specific companies, generally small and midcap stocks, the adviser believes are undervalued or overlooked. Stocks are analyzed for quantitative factors of quality, value, momentum, size and volatility. In addition, fundamental criteria such as: assessment of competitors, suppliers, customers, replacements and ESG attributes are also considered. Short positions are entered on stocks believed to have declining fundamentals such as earnings, revenue or weakening market position compared to competitors.
CBLS Portfolio Data
CBLS Index Data
CBLS Portfolio Management
CBLS Tax Exposures
CBLS Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CBLS. CBLS is rated a N/A out of 5.