Bushido Capital US Equity ETFSMRI
SMRI
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
10.31% less ownership
Funds ownership: 62.72% [Q3] → 52.42% (-10.31%) [Q4]
17% less capital invested
Capital invested by funds: $234M [Q3] → $194M (-$40.7M) [Q4]
25% less funds holding
Funds holding: 4 [Q3] → 3 (-1) [Q4]
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Research analyst outlook
We haven’t received any recent analyst ratings for SMRI.
Financial journalist opinion
Positive
Seeking Alpha
7 months ago
SMRI: Don't Jump The Gun Based On The Fed's Interest Rate Decision Today
The Bushido Capital US Equity ETF is currently too expensive and not well-positioned for a potential economic downturn, especially given its low allocation to resilient sectors like consumer staples and utilities. SMRI is heavily weighted towards healthcare and consumer cyclical sectors, which may benefit from falling interest rates, but it's too early to rotate into value stocks. The Fed's interest rate cuts are uncertain and may not lead to rapid declines, making it premature to invest in this ETF for short-term gains.
Positive
CNBC Television
8 months ago
The return of value investing ETFs
CNBC's Bob Pisani sits down with KraneShares chief investment officer Brendan Ahern and Sepio Capital co-CIO and managing director John Beatson to discuss the rise of value investing ETFs and the philosophy behind Sepio Capital's strategy.
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