Castellan Targeted Equity ETF

CTEF

時価総額 $6.25億

I initiate coverage of the Castellan Targeted Equity ETF with a Hold rating owing to its comparative novelty and a few disadvantages on the risk front. Since June 2025, CTEF has easily outmaneuvered IVV, delivering a 165.5% upside capture ratio over July 2025–August 2026. Its portfolio has very robust quality and GARP characteristics, including a 0.35 weighted average PEG ratio, more than 2x lower than IVV's.

Despite the gloomy headlines, market breadth is increasing. More stocks are moving higher.