JO Hambro Plans Active ETF Expansion Across U.S. and Europe
London-based investment boutique JO Hambro Capital Management plans to enter the active ETF market, initially launching products in the United States before…
The Brickworks Extended Market ETF will focus on the U.S. extended market, targeting primarily small- and mid-cap companies ranked roughly 501–3,000 by market capitalization. The actively-managed strategy combines quantitative screening with fundamental research to identify companies exhibiting attractive valuations, earnings trends, profitability, growth potential, momentum, and other favorable characteristics. The portfolio will be constructed with attention to sector exposures, liquidity, and risk management, while retaining flexibility to invest in ETFs, REITs, and limited foreign issuer exposure through ADRs. The fund aims to provide diversified access to smaller U.S. companies with the potential for long-term growth.
Source: SEC Filings
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