CUBSAsian Growth Cubs ETF
CUBS Fund Description
CUBS is an actively managed fund of Asian stocks specifically issued by companies located and/or listed in Bangladesh, Indonesia, Pakistan, Philippines, and Vietnam. Holdings are screened for ESG considerations.
CUBS Factset Analytics Insight
CUBS aims to provide long-term growth by actively selecting stocks issued by companies domiciled and/or listed in emerging and frontier market countries: Bangladesh, Indonesia, Pakistan, Philippines, and Vietnam (i.e., the Asian Growth Cubs). The fund uses a three-stage investment process in determining its constituents. The first stage is a proprietary systematic screen that includes: (a) exclusion of firms in the defense, fossil fuels, gambling, mining, and tobacco industries, (b) market-cap and liquidity requirements, (c) minimum quality thresholds, and (d) risk criteria. The second stage is a three-step discretionary review consisting of: bottom-up, valuation and management reviews. Lastly, the third stage is the application of a risk framework to the companies that passed the previous stages. The fund holds a narrow portfolio of approximately 80 securities that are typically equal-weighted at each semi-annual rebalance, but due to an active approach, weightings may fluctuate.
CUBS Summary Data
CUBS Portfolio Data
CUBS Index Data
CUBS Portfolio Management
CUBS Tax Exposures
CUBS Fund Structure
CUBS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CUBS. CUBS is rated a N/A out of 5.
CUBS Performance Statistics
CUBS Benchmark Comparison Summary
CUBS Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.