UPDATE: Listed on December 7, 2020 (Monday)
Ballast Small/Mid Cap ETF
Ticker: MGMT
Exchange: NYSE Arca
Expense ratio: 1.10%
CUSIP: 90470L550
Index: Actively-managed
Strategy:
Universe: Small and mid-size US companies, $100M to $15B market cap.
Value investing based on:
- Management experience
- Balance sheet
- Cash flow
- Return on capital
Prospectus is here.
Adviser leadership team page is here.
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