BWTG invests in 25 TopGun companies perceived to have the highest quality ratings of large and mid-cap stocks trading on US exchanges, including ADRs. From a starting universe of 1,400 companies, stocks are considered based on personal interviews/consultations with institutional investment professionals during the calendar year. The interviews generate data to establish a companys investment quality score that covers various metrics, such as business strategies, performance, financials, management, and governance, including ESG practices. The fund narrows the portfolio down to the 25 highest-rated stocks, removing companies that drop out of the TopGun status. Proceeds of the sale are allocated to cash, fixed income, or large-cap ETFs. The equal-weighted model portfolio is reconstituted and rebalanced annually in January. BWTGs actively managed mandate allows the fund manager to have full discretion to make any investment decision at any time.
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BWTG invests in 25 TopGun companies perceived to have the highest quality ratings of large and mid-cap stocks trading on US exchanges, including ADRs. From a starting universe of 1,400 companies, stocks are considered based on personal interviews/consultations with institutional investment professionals during the calendar year. The interviews generate data to establish a companys investment quality score that covers various metrics, such as business strategies, performance, financials, management, and governance, including ESG practices. The fund narrows the portfolio down to the 25 highest-rated stocks, removing companies that drop out of the TopGun status. Proceeds of the sale are allocated to cash, fixed income, or large-cap ETFs. The equal-weighted model portfolio is reconstituted and rebalanced annually in January. BWTGs actively managed mandate allows the fund manager to have full discretion to make any investment decision at any time.
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Daily adjusted close
BWTG invests in 25 TopGun companies perceived to have the highest quality ratings of large and mid-cap stocks trading on US exchanges, including ADRs. From a starting universe of 1,400 companies, stocks are considered based on personal interviews/consultations with institutional investment professionals during the calendar year. The interviews generate data to establish a companys investment quality score that covers various metrics, such as business strategies, performance, financials, management, and governance, including ESG practices. The fund narrows the portfolio down to the 25 highest-rated stocks, removing companies that drop out of the TopGun status. Proceeds of the sale are allocated to cash, fixed income, or large-cap ETFs. The equal-weighted model portfolio is reconstituted and rebalanced annually in January. BWTGs actively managed mandate allows the fund manager to have full discretion to make any investment decision at any time.