Sterling Capital Focus Equity ETF (LCG US) - Investment Proposition

Core Viewpoint - Sterling Capital Focus Equity ETF (LCG) aims for long-term capital appreciation by investing in companies with strong competitive advantages and disciplined capital allocation [1] Investment Strategy - The ETF employs a concentrated, high-conviction approach focusing on quality growth at sensible valuations through deep fundamental research [1] - Long holding periods and measured portfolio turnover are emphasized to allow compounding to drive outcomes [1] - The strategy is designed to complement diversified core equity and serve as a portfolio-alpha sleeve for investors comfortable with active share [1] Risk Management - Concentration heightens both upside potential and the need for rigorous risk oversight, with a focus on quality and profitability [1] - A key risk to monitor is concentration risk, as a limited number of holdings can increase idiosyncratic exposure if individual positions underperform [1] Suitable Investor Profiles - The ETF is suitable for institutions and advisors who value bottom-up research and patient ownership in leading franchises [1] - The approach may excel when earnings leadership is rewarded and fundamentals dominate market direction [1] - It may lag during sharp factor rotations favoring value or low-quality rallies [1]