CSRE

CSRE focuses on publicly traded real estate securities and utilizes a bottom-up, relative value investment process through a proprietary valuation model. This model analyzes key factors such as price-to-net asset value, cash flow growth, and the dividend discount model (DDM). By blending quantitative and qualitative assessments, the fund evaluates company dynamics, management quality, and financial strength, with an emphasis on risk control and diversification in investment decisions. A significant portion of the fund's assets is allocated to income-generating equity securities from real estate companies and REITs, maintaining a concentration within the real estate industry across varying market capitalizations. Additionally, CSRE strategically diversifies internationally, investing in foreign issuers while managing currency risks. The fund may also allocate resources to a range of credit-rated securities, including high-yield options and other investment companies, to capitalize on opportunities within the real estate sector, all with the goal of achieving total return through real estate securities.