LCAP provides exposure to the US equity market while seeking long-term growth of capital. It is an actively managed portfolio of US companies of all market capitalizations including small and medium-sized firms. The fund, however, has an increased exposure to the large-cap spectrum of the market. In managing the fund, the advisers seek securities believed to be trading at a discount to their private market value, have competitive advantage, and/or have barriers to entry in their own industries.

資産クラス

Equity

運用会社

Principal

設定国

US

設定日

2025年3月25日

保有銘柄数

54

ISIN

US74255Y6804