The Deepwater Beachfront Small Cap ETF (DBSC) is an actively managed fund that invests in a curated portfolio of high-quality U.S.-listed equities, with selections based on core fundamental attributes. The Adviser employs a systematic, "bottom-up" quantitative process, prioritizing in-depth fundamental stock analysis. DBSC's exclusive quantitative screening methodology evaluates critical factors like top-line revenue expansion, typical trading activity, improving profit margins, and valuation metrics. This data-driven framework is further refined by integrating internal research. The objective of this multi-faceted strategy is to identify companies exhibiting robust growth potential, sustainable competitive advantages, involvement in appealing industries and end-markets, and seasoned, high-caliber leadership. Ultimately, this approach aims to construct a diversified portfolio comprising 50 to 100 premier small-cap stocks from various sectors, with the goal of fostering sustained long-term capital appreciation.

DBSC Holdings & Sector Breakdown

DBSC Holdings & Sector Breakdown