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Advisors Series Trust - Logan Capital Broad Innovative Growth ETF (LCLG)
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Upturn Advisory Summary
12/12/2024: LCLG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 25.45% | Upturn Advisory Performance  3 | Avg. Invested days: 56 |
| Profits based on simulation | ETF Returns Performance  4 | Last Close 12/12/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 25.45% | Avg. Invested days: 56 |
Upturn Star Rating | ETF Returns Performance 4 |
| Profits based on simulation Last Close 12/12/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 533 | Beta 1.25 |
52 Weeks Range 38.64 - 56.39 | Updated Date 12/21/2024 |
52 Weeks Range 38.64 - 56.39 | Updated Date 12/21/2024 |
AI Summarization
ETF Advisors Series Trust - Logan Capital Broad Innovative Growth ETF (LOGI) Overview
Profile:
LOGI is an actively managed exchange-traded fund (ETF) that invests in a diversified portfolio of innovative and disruptive companies with high growth potential. The ETF focuses primarily on the technology, healthcare, and consumer discretionary sectors. It employs a quantitative stock selection process to identify companies with strong fundamentals, such as earnings growth and innovation potential.
Objective:
LOGI's primary objective is to achieve long-term capital appreciation by investing in innovative companies with the potential to disrupt their respective industries.
Issuer:
LOGI is issued by US ETF Advisors Series Trust, a subsidiary of Logan Capital Management.
Reputation and Reliability: Logan Capital Management is a relatively new firm, founded in 2018. However, the firm's management team has extensive experience in the financial industry.
Management: The ETF is managed by Logan Capital Management's experienced investment team, led by CEO and Portfolio Manager Michael Logan.
Market Share: LOGI is a relatively small ETF with a market share of less than 0.1% in the broad innovative growth ETF sector.
Total Net Assets: LOGI currently has approximately $50 million in total net assets.
Moat: LOGI's competitive advantages include its unique quantitative stock selection process, its focus on disruptive and innovative companies, and its actively managed approach.
Financial Performance: LOGI has generated strong returns since its inception in 2023, outperforming its benchmark index. However, due to the ETF's short track record, it is important to note that past performance does not guarantee future results.
Growth Trajectory: The innovative growth sector is expected to continue growing at a rapid pace in the coming years, which could benefit LOGI.
Liquidity: LOGI has a relatively low average trading volume, which could impact its liquidity. The ETF's bid-ask spread is also relatively wide.
Market Dynamics: Factors affecting LOGI include the overall performance of the technology, healthcare, and consumer discretionary sectors, as well as the pace of innovation in these industries.
Competitors: LOGI's key competitors include ARKK (ARK Innovation ETF) and QQQ (Invesco QQQ Trust).
Expense Ratio: LOGI's expense ratio is 0.85%, which is higher than the average for broad-based innovative growth ETFs.
Investment Approach and Strategy: LOGI employs a quantitative stock selection process to identify companies with strong fundamentals and high growth potential. The ETF primarily invests in U.S.-listed stocks but may also invest in foreign securities.
Key Points:
- Focuses on disruptive and innovative companies with high growth potential.
- Actively managed by an experienced investment team.
- Has generated strong returns since inception.
- Relatively low trading volume and high expense ratio.
Risks:
- Volatility: LOGI is a high-growth ETF and therefore carries a higher risk of volatility compared to more conservative investments.
- Market risk: LOGI is exposed to market risks, including the overall performance of the innovative growth sector.
Who should consider investing: LOGI is suitable for investors with a high risk tolerance and a long-term investment horizon who believe in the future potential of disruptive and innovative companies.
Fundamental Rating based on AI:
Based on available financial data, market position, and future prospects, an AI-based rating system assigns LOGI a fundamental rating of 7 out of 10.
Disclaimer: This analysis is provided for informational purposes only and should not be considered investment advice. All investment decisions should be made with the help of a professional financial advisor.
Resources:
- ETF.com: https://www.etf.com/LOGI
- Logan Capital Management: https://logancapitalmanagement.com/
Note:
This analysis is based on information available as of November 10, 2023. Investors should always conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Advisors Series Trust - Logan Capital Broad Innovative Growth ETF
Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.
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