The Motley Fool Mid-Cap Growth Fund is managed by Motley Fool Asset Management, LLC. Established with a focus on quality growth investing, the fund aims to invest in high-quality mid-cap companies across various industries in the United States. Motley Fool Asset Management employs a rigorous research process to identify companies with strong market positions, manageable leverage, robust cash flows, and attractive valuations, aiming for long-term capital growth for investors.
While the TMFM Mid-Cap Growth Fund (TMFM) is primarily focused on pursuing long-term capital growth through quality growth investing, it may also provide dividend returns to investors. Dividends in this ETF are influenced by the dividend policies and performances of the mid-cap companies in which it invests, typically consisting of high-quality U.S. domiciled companies across various industries. Investors should note that while dividend eligibility is subject to the underlying companies' dividend distributions, TMFM aims to maintain a diversified portfolio with a focus on high-quality businesses that may offer the potential for both capital appreciation and some level of dividend income.
Tracking the performance of mid-market capitalization companies in the United States is the primary focus of the TMFM ETF. This actively-managed exchange-traded fund (ETF) seeks to replicate the investment style of Motley Fool Asset Management, LLC by investing in a concentrated portfolio of high-quality U.S. companies from various industries. With an emphasis on quality growth investing, TMFM aims to capture the potential for long-term capital growth by selecting companies with strong market positions, manageable leverage, robust free cash flows, and attractive valuations. By closely monitoring and adjusting its allocations based on fundamental criteria such as management quality, business economics, competitive advantage, and growth trajectory, TMFM endeavors to provide investors with exposure to promising mid-cap growth opportunities within the U.S. equity market.
The investment philosophy and strategy outlined by Motley Fool Asset Management, LLC (TMFM) for the Mid-Cap Growth Fund emphasize a quality growth investing style, focusing on high-quality companies with strong market positions and manageable leverage. TMFM pursues a long-term approach, seeking to identify companies with favorable management practices, robust economic performance, sustainable competitive advantages, and promising trajectories over a period of ten or more years.TMFM's investment process involves thorough research and analysis, evaluating companies based on qualitative and quantitative factors. Key considerations include management quality, cultural alignment, and incentive structures, as well as the economic performance of the business, its competitive advantages, and its potential growth trajectory.Portfolio construction for the Mid-Cap Growth Fund is disciplined, typically comprising a focused portfolio of at least 30 investment positions, with diversification aimed at limiting risks associated with highly concentrated holdings. TMFM adheres to a maximum allocation of 5% of net assets in any one issuer at the time of purchase, with flexibility to maintain allocations above this threshold if they continue to meet investment criteria.While sector allocation is not a primary strategy, TMFM's portfolio may reflect significant investments in sectors such as industrials, consumer discretionary, healthcare, and information technology, which could impact fund performance relative to sectors with less exposure. Additionally, the fund may engage in securities lending to enhance income.The Mid-Cap Growth Fund maintains its status as a regulated investment company (RIC) under the Internal Revenue Code, aligning with tax-efficient investment objectives. Through its focused and disciplined approach, TMFM aims to achieve long-term growth of capital for investors in the Mid-Cap Growth Fund.
The Mid-Cap Growth Fund (TMFM) is predominantly involved in sectors such as industrials, consumer discretionary, healthcare, and information technology. This strategic allocation allows investors to benefit from diverse growth opportunities across various industries. The fund's investment philosophy centers around identifying high-quality businesses with strong market positions, robust cash flows, and attractive valuations. By maintaining a focused portfolio of approximately 30 investment positions, TMFM aims to provide long-term capital growth while managing risks associated with highly concentrated holdings. Investors should note that while sector diversification is not the fund's primary strategy, its significant exposure to these sectors may impact its performance relative to more diversified funds.
The TMFM (Motley Fool Mid-Cap Growth ETF) exposure revolves around investing in mid-market capitalization companies within the United States that exhibit quality growth characteristics across various industries. As an actively-managed ETF, TMFM aims to maintain a focused portfolio of high-quality stocks that demonstrate strong market positions, sustainable growth potential, and attractive valuations. With a preference for companies with manageable leverage and robust cash flows, TMFM provides investors with exposure to a diverse mix of sectors including industrials, consumer discretionary, healthcare, and information technology. Through fundamental analysis and a long-term mindset, TMFM seeks to identify companies with superior management, competitive advantages, and promising trajectories, offering investors the opportunity to participate in the potential long-term growth of capital.
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