DIVE invests in a concentrated portfolio of 25 to 35 dividend-paying, large-cap US companies with structural competitive advantages trading below fair value. Stock selection combines qualitative analysis with sector-relative quantitative scoring across valuation, growth, and profitability metrics. The portfolio is then weighted based on the sub-adviser's top ideas, with risk managed through diversification across sectors and factors such as value, growth, momentum, quality, and volatility. The strategy uses a behavioral finance-driven approach, exploiting market inefficiencies caused by investor biases to identify undervalued companies with strong fundamentals, sustainable competitive advantages, and dividend yield growth potential. The fund follows a structured sell framework focused on risk control, changing fundamentals, and maintaining income. Positions are sold when dividend yields decline due to price appreciation.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

Dana

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

14 ก.ย. 2568

ISIN

US88634W2070