Focused Equity
The Bright Portfolios Focused Equity strategy is also available as an ETF through Faith Investor Services. Click this banner to visit the ETF site or navigate to https://faithinvestorservices.com/etfs/brif.
The Bright Portfolios Focused Equity strategy is also available as an ETF through Faith Investor Services. Click this banner to visit the ETF site or navigate to https://faithinvestorservices.com/etfs/brif.
Investment Objective
The Bright Focused Equity strategy seeks to provide long-term capital appreciation in a focused portfolio of large-cap stocks in a strong earnings cycle
Investment Overview
The strategy combines the Bright principle of investing for the common good with rigorous fundamental analysis. The strategy begins by identifying an investable universe of companies that offer products and services enhancing the lives of others. Within this universe, managers conduct thorough research to identify companies in robust profit cycles with attractive valuations. The result is a concentrated portfolio of fundamentally strong companies that advance products and services promoting the common good.
Portfolio Managers
Ben Malick, CFA, CKA Mark Riefer, CKA Josh Barlow, CFA
Characteristics
Number of positions: 30-40
Universe: U.S. Large-Cap
Benchmark: S&P 500 Index
Inception Date: 6/1/2023
Maximum Position Size: 10%
Morningstar Style: Large-Cap Blend
Download the Focused Equity Fact Sheet
The Bright Portfolios Focused Equity strategy is available as an ETF through Faith Investor Services.
For more information, please visit the ETF site at faithinvestorservices.com/etfs/brif.