CBSE

CBSE's adviser curates a narrow list of 20-40 US-listed stocks believed to be positioned for outperformance, over the next 5 to 11 years, while maintaining lower volatility than the broader US equity market. The adviser combines a proprietary quantitative model and fundamental analysis to identify companies with attractive financials. Third-party research is utilized to screen for companies with positive ESG attributes. Stocks selected from this list are those in which valuations may be out of line with similar companies or those trading at significant discounts than the broader market. Prior to March 13, 2023, the fund was named Changebridge Capital Select Equity ETF. In connection with the adviser change, prior to September 13, 2023, the fund traded under the name Changebridge Select Equity ETF.