ZIG The Acquirers Fund
What is ZIG?
ZIG is an actively-managed portfolio of equity securities issued by US-listed companies that exhibit strong fundamentals and value characteristics.
ZIG Factset Analytics Insight
ZIG seeks capital appreciation by actively investing in US companies believed to be undervalued and fundamentally strong. The selection process follows a methodology using a valuation metric to find takeover targets - The Acquirer’s Multiple. It begins with identifying the eligible value stocks by assessing and ranking companies based on their assets, earnings, and cash flows. To remove the overvalued, potential securities are further evaluated for fraudulent financial reporting and financial distress and are examined for a margin of safety in three ways: (a) a wide discount to a conservative valuation, (b) a strong, liquid balance sheet, and (c) a robust business capable of generating free cash flows. The remaining constituents will then undergo a forensic-accounting due diligence review of their financial statements, selecting 30 stocks from the largest 25% of the investable universe and finalizing the fund. Prior to December 7, 2021, the fund tracked The Acquirer's Index, with a similar strategy.
ZIG Summary Data
Peers
Fund Flows
ZIG Portfolio Data
ZIG Index Data
ZIG Portfolio Management
ZIG Tax Exposures
ZIG Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ZIG. ZIG is rated a 4 out of 5.
ZIG Tradability
ZIG Sector/Industry Breakdown
Benchmark
ZIG Top 10 Holdings
ZIG Performance Statistics
ZIG Countries
Benchmark
ZIG Regions
Benchmark
ZIG Economic Development
Benchmark
ZIG Benchmark Comparison Summary
Benchmark
ZIG Benchmark Comparison Market Cap Size
Benchmark
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.