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Posted by
Two Blokes Jun 6 -
Filed in
Stock
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11 views
GFLW is a passively managed vehicle leveraging an FCF-focused strategy at the intersection of growth and quality. In January, I assigned a Hold rating to GFLW as it had just a few weeks in the books, plus its performance was not encouraging. However, I upgrade it to Buy owing to its outperformance, impressive AUM growth, and quality-heavy factor mix that has advantages over those of IVV and IWF.