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 Logan Capital International ETF (LCID) will focus on large-cap non-U.S. companies with attractive dividend and total return characteristics. The concentrated portfolio of approximately 35–45 holdings will primarily invest in ADRs and common stocks of developed market companies with market capitalizations of at least $10 billion, while limiting emerging markets exposure to 5% of assets. The actively-managed strategy emphasizes high-quality businesses with sustainable dividends, strong balance sheets, consistent cash flows, and attractive valuations through a research-driven fundamental investment process.
Source: SEC Filings
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