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