The Otter Creek Focus Strategy ETF (OCFS) operates as an actively managed exchange-traded fund. Its primary investment objective is to allocate capital to equity securities of U.S. companies, specifically those the Advisor identifies as having small to medium market capitalizations. Furthermore, the fund has the discretion to commit a maximum of 20% of its total assets to international equity securities. These foreign holdings must be denominated in U.S. dollars and are primarily accessed via American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), which are issued by U.S. depository banks and traded on American stock exchanges.

Technology

Industrials

Financial Services

Healthcare

OCFS Holdings & Sector Breakdown

OCFS Holdings & Sector Breakdown