CACG relies on its portfolio managers and sector analysts to build its actively-managed portfolio. The fund uses a bottom-up investment process based on extensive fundamental research to select large-, mid, and small-cap stocks that meet financial and ESG criteria. The fund seeks inefficiently priced companies with strong fundamentals, incentive-driven management teams, dominant positions in niche markets and/or goods and services that are in high customer demand. Additionally, their proprietary research approach includes an assessment of a companys compliance to ESG standards such as innovative workplace policies, employee benefits and programs, environmental management system strength, eco-efficiency, and strong corporate governance. CACG intends to invest in stocks for long-term, leading to a low-portfolio turnover. Prior to July 01, 2021, the fund was named ClearBridge All Cap Growth ETF.
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