LCG Sterling Capital Focus Equity ETF
What is LCG?
LCG is an actively managed fund that seeks long-term capital appreciation. The fund is a concentrated portfolio focused on US large-cap growth stocks.
LCG Factset Analytics Insight
LCG relies on the adviser’s fundamental and quantitative research to actively select a narrow portfolio of 15 to 30 stocks, seeking to outperform the Russell 1000 Growth Index. Stocks are screened for quantitative data such as revenue growth, free cash flow growth, ROE, ROIC, interest coverage ratio, net debt to EBITDA, enterprise value to EBITDA and free cash flow yield. The adviser uses fundamental research to identify those companies with a competitive advantage, visible reinvestment opportunities, and experienced management teams. Once selected, individual holdings cannot exceed 20% of the portfolio and are reviewed at least weekly for risk/return potential. Positions are sold when perceived better opportunity exists.
LCG Summary Data
LCG Portfolio Data
LCG Index Data
LCG Portfolio Management
LCG Tax Exposures
LCG Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LCG. LCG is rated a 4 out of 5.
LCG Sector/Industry Breakdown
LCG Top 10 Holdings
LCG Performance Statistics
LCG Economic Development
LCG Benchmark Comparison Summary
LCG Benchmark Comparison Market Cap Size