The strategy seeks capital appreciation through investments in small- and mid-cap growth companies. Investments are made in both emerging and more established, scalable businesses. The portfolio actively manages risk by balancing industry exposure, position sizing, and the types of growth represented by the investments. The portfolio holdings are primarily in U.S. securities. The strategy is diversified.
The BCSM ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.