CBTG is an actively-managed Exchange Traded Fund (ETF) that seeks long-term growth of capital by investing in companies positioned for exceptional secular growth in expanding markets. Driven by Cabot Wealth Network’s highest-conviction domestic equity securities, the fund’s portfolio aims to capture the benefit of research & development, technological advancements, and consumer and business trends outpacing the average market’s returns.
- Professionally managed and grounded in research
- Focused exposure to growth companies & growth potential
- Tax advantaged growth investing
- Stay invested no matter what happens in the market with proprietary Market Timing Indicators
Within favorable market environments, the majority of the Fund’s assets will be invested in equity securities. Portfolio management will also increase cash or cash equivalents when market conditions are deemed to be turning unfavorable, or if they consider the position(s) to be prudent or structurally advantageous