Core Insights - Amplius Wealth Advisors sold 75,079 shares of the iShares Core S&P U.S. Growth ETF for an estimated $11.8 million, leaving a remaining stake of 43,598 shares valued at $7.2 million [1][2] - The iShares Core S&P U.S. Growth ETF (IUSG) has shown a price increase of 24.5% over the past year, outperforming the S&P 500, which has climbed nearly 17% [3] ETF Overview - The iShares Core S&P U.S. Growth ETF has an Assets Under Management (AUM) of $25.7 billion and a current price of $167.39, with a one-year total return of 26% and a dividend yield of 0.5% [4] - IUSG provides targeted exposure to U.S. growth equities by replicating a widely recognized benchmark, emphasizing broad diversification [5][8] Portfolio Strategy - The sale of IUSG shares appears to be part of a broader portfolio adjustment rather than a complete shift away from growth investing, as Amplius maintains significant exposure through its flagship Amplius Aggressive Asset Allocation ETF (AAAA) [6][9] - Amplius has trimmed several growth-oriented ETFs while adding to a short-term bond fund, indicating a cautious approach after a strong equity rally [7] Investment Focus - IUSG invests at least 80% of its assets in index components and economically similar securities, operating as a passively managed ETF designed for cost-efficient core U.S. equity growth exposure [8] - The ETF tracks the S&P 900 Growth Index, offering low-cost, diversified exposure to large- and mid-cap U.S. growth stocks, which is beneficial for long-term investors [9]

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with strong price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting stocks with robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on battered stocks that have substantial recovery possibilities [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Group Characteristics - Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with strong fundamentals and buying momentum [3] - The group emphasizes turnaround plays at highly attractive valuations [3]

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with strong price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on robust fundamentals and turnaround plays [3] Investment Strategy - The strategy combines price action analysis with fundamental investing to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped and overvalued stocks while targeting battered stocks that have recovery potential [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and attractive valuations [3]

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with strong price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting stocks with robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on battered stocks that have substantial recovery possibilities [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Group Characteristics - Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with strong fundamentals and buying momentum [3] - The group emphasizes identifying contrarian plays at highly attractive valuations [3]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, but identifying such stocks can be challenging due to inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing a company's real growth prospects beyond traditional metrics [2] - Royal Bank (RY) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive as it signals strong future prospects [3] - Royal Bank's projected EPS growth for the current year is 14.6%, significantly higher than the industry average of 8.8% [4] Group 3: Asset Utilization - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, is an important metric for assessing a growth stock's efficiency [5] - Royal Bank's S/TA ratio is 0.06, indicating it generates $0.06 in sales for every dollar in assets, outperforming the industry average of 0.05 [5] Group 4: Sales Growth - Sales growth is another key indicator of a company's growth potential, and Royal Bank is well-positioned with expected sales growth of 13.1% this year, compared to an industry average of 0% [6] Group 5: Earnings Estimate Revisions - Trends in earnings estimate revisions are correlated with stock price movements, and Royal Bank has seen upward revisions in its current-year earnings estimates, increasing by 0.9% over the past month [7] Group 6: Overall Assessment - Royal Bank has achieved a Zacks Rank of 2 and a Growth Score of B, indicating it is a potential outperformer and a solid choice for growth investors [9]

Core Viewpoint - Growth investors are increasingly focused on stocks with above-average financial growth, which can lead to solid returns, but identifying such stocks is challenging due to inherent volatility and risks [1] Group 1: Company Overview - Postal Realty Trust (PSTL) is identified as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 4.1%, but projected EPS growth for this year is expected to be 8.4%, significantly outperforming the industry average of 1.2% [4] Group 2: Financial Metrics - Cash flow growth for Postal Realty Trust stands at 22.5% year-over-year, which is substantially higher than the industry average of 2.8% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 67.2%, compared to the industry average of 3.1% [6] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for Postal Realty Trust, with the current-year earnings estimates increasing by 1.5% over the past month [7] - The overall earnings estimate revisions have positioned Postal Realty Trust as a Zacks Rank 2 stock, with a Growth Score of B, indicating potential for outperformance [9]

Core Viewpoint - Growth investors seek stocks with above-average financial growth, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Company Overview - Neurocrine Biosciences (NBIX) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 12.9%, with projected EPS growth of 36.4% this year, significantly surpassing the industry average of 19% [5] Group 2: Financial Metrics - Cash flow growth for Neurocrine is currently at 35.4%, well above the industry average of 3.2% [6] - The annualized cash flow growth rate over the past 3-5 years is 39.5%, compared to the industry average of 6.9% [7] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for Neurocrine, with the Zacks Consensus Estimate for the current year increasing by 1.7% over the past month [8] - Neurocrine holds a Zacks Rank of 2 (Buy) and a Growth Score of B, indicating its potential as a solid choice for growth investors [10]

Core Insights - Ventas Inc (NYSE:VTR) is gaining attention as a trending stock in Q4, particularly in the healthcare REIT sector [1] - Analysts suggest that the current market focus on AI and growth stocks may overlook valuable opportunities in other sectors, including real estate [1] - Ventas Inc is highlighted for its strong dividend yield and is currently trading at a 12% discount, making it an attractive investment option [2] Company Overview - Ventas Inc (NYSE:VTR) is recognized as a four-star rated stock with a notable dividend yield [2] - The company is part of a broader strategy by Diamond Hill Mid Cap Strategy, which is actively repositioning its portfolio to capitalize on market volatility [2] Market Context - The healthcare REIT sector, including Ventas Inc, is suggested to be undervalued as investors remain fixated on growth and AI stocks [1] - The anticipated volatility in the market is expected to create further investment opportunities in companies like Ventas Inc [2]

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with strong price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting stocks with robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on battered stocks that have substantial recovery possibilities [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Group Characteristics - Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with strong fundamentals and buying momentum [3] - The group targets turnaround plays at highly attractive valuations [3]

October 22, 2025 10:00 PM GMT Asia Quant Perspectives | Asia Pacific Hedge China Factor Rotation; Stay Long Revisions in Rest of APxJ M The re-escalation of trade tensions has triggered a risk-off move and Value rotation in China equities, while factor shifts in APxJ- ex-China were less pronounced. We recommend treating these regions separately and advise Value+Composite Momentum in China, while staying long Revisions ex-China. Key Takeaways Factor rotation triggered by trade escalation: Recent trade tensio ...