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About Professionally Managed Portfolios Otter Creek Focus Strategy ETF
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Inception date
May 17, 2024
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Otter Creek Advisors LLC
Distributor
Quasar Distributors LLC
OCFS seeks long-term capital appreciation through concentrated exposure to the mid- and small-cap US equity space. The actively managed fund includes firms with long-term structural advantages, sustainable earnings, and a consistent stream of cash flow over time. The adviser constructs the portfolio using a fundamental approach that selects stocks it believes can generate strong risk-adjusted returns over a multi-year investment time horizon. A significant portion of the fund will be invested in securities perceived to have the highest potential fundamental trajectory relative to their discounted price. The portfolio generally holds approximately 20-35 stocks. However, this may differ due to extreme market volatility. The adviser may sell a security if it no longer meets its investment criteria, if a new security is deemed more attractive than a current holding, or when the price of the security is near the advisers estimate of fair value.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Commercial Services
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.