Conductor Global Equity Value ETF · NYSE:CGV
Conductor Global Equity Value ETF — Investor Presentation (December 2022)
8 slides from Conductor Global Equity Value ETF's investor presentation, December 2022
Slide 1: Presentation Deck Q4 2022
Presentation Deck Q4 2022 www.conductoretfs.com | 1-615-200-0057
Slide 2: The Investment Management Firm: Overview
The Investment Management Firm: Overview • IronHorse Capital was co-founded in 2009 by H. Kerr Tigrett and Charles Cunningham III. We offer investments through our Conductor ETFs (ETF family) and/or Separately Managed Accounts. • IronHorse Capital is known globally for an investment philosophy that
Slide 3: The Investment Process: Overview
The Investment Process: Overview • Individual Equity Securities. • Buy stocks on local foreign exchanges in the local foreign currencies. • Global All-Cap Value, but equities tend to be in the Small to Mid cap box. • Long-only orientation in individual stocks. • Value-driven stock-picking discipline
Slide 4: The Investment Process: Value-based stock selection
The Investment Process: Value-based stock selection. Consistent Approach 1. Cash Flow/Traditional Value Screen • EV to EBITDA • EV to Free Cash Flow • Price to Book • Normalized Figures • Typically, valuations 20% to 50% below index median. 2. Balance Sheet Screen • Solid balance sheets. Avoid negat
Slide 5: The Investment Process – Purchase Diagram
The Investment Process – Purchase Diagram 11,000-13,000 Global Equities (run weekly) Cash Flow/Traditional Value Screens varies Balance Sheet Screens varies Trading Volume and Min Market Cap Thresholds varies Technical Screen (Relative Strength Based) 150-300 names Final Portfolio made up of 40-90 G
Slide 6: Key Conductor Differentiators
Key Conductor Differentiators: 1. Consistency: • Buy decision, outlined above, is rules-based and model driven. No style drift. No biases. No emotion. • Other parameters, such as position sizing, are rules-based. • Sell decision governed by the technical model. Ride winners, cut losers. • Translates
Slide 7: Important Risk Information
Important Risk Information Any returns presented include dividends reinvested and Investing in the Fund carries certain risks. Adverse changes in currency exchange rates may erode or reverse any potential gains from the Fund’s investments. The risk of investing in emerging market securities, primari
Slide 8: 3102 West End Avenue, Suite 400 Nashville, TN 37203
3102 West End Avenue, Suite 400 Nashville,TN 37203 www.conductoretfs.com 1-615-200-0057
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