Analysis

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About Level Four Large Cap Growth Active ETF

LGRO seeks maximum total return and above peer average risk-adjusted return within the US large cap equity space. The investment process begins with quantitative screens to filter for structural constraints and positive financial characteristics. Then using fundamental analysis, stocks are analyzed based on earnings potential, intrinsic value and growth opportunities. The objective is to select stocks of large, seasoned companies that are expected to grow their value over time through efficient investment or competitive advantage. The funds underlying portfolio is constructed taking into consideration diversification and risk controls. Positions are entered opportunistically when a gap exists between the market price and the intrinsic value for the shares. Holdings are monitored and subject to fundamental re-evaluation. Stocks are sold in the event of deteriorating growth factors or a change in investment thesis.