Port Street Files Quality ETF Targeting Undervalued Companies

Port Street Investments has filed for the Port Street Quality ETF, an actively managed equity fund focused on financially strong companies trading below their intrinsic value. Sub-advised by Saratoga Research & Investment Management, the fund will use quantitative screening to narrow an initial universe of approximately 10,000 companies to 150–200 candidates based on profitability, balance sheet strength, capital efficiency, and management quality. Further fundamental and valuation analysis will produce a concentrated portfolio of 25–45 stocks, primarily larger-cap companies with sustainable competitive advantages and above-average earnings growth. The strategy targets long-term capital appreciation while mitigating downside risk. The fund may hold substantial cash positions when valuations appear unattractive and invest up to 25% of assets in American Depositary Receipts (ADRs).