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Yahoo! Finance: Exploring Market Opportunities Beyond Nvidia – Bancreek's Strategic Approach
The performance data quoted represents past performance. Past performance is no guarantee of future results and investment return, and principal value of the Fund will fluctuate so that shares when sold may be worth more or less than their original cost. Current performance may be higher or lower than the performance quoted. For the most current month-end performance data, please call 883-442-3223. Market price returns are based on the midpoint of the bid/ask spread at 4:00 pm Eastern time and do not represent the returns an investor would receive if shares were traded at other times. Shares may trade at a premium or discount to the Fund’s net asset value (“NAV”). Returns over one year are annualized. ETF shares are bought and sold at market price (not NAV) and are not individually redeemed from the fund. Investors buy and sell shares on a secondary market.
For standardized performance, please see https://www.bancreeketfs.com/bcus and https://www.bancreeketfs.com/bcil.
Insights from Yahoo! Finance's ETF Report with Bancreek's Andrew Skatoff
Nvidia has dominated headlines in 2024, riding the wave of the AI chip boom and cementing its status as one of the year's top-performing stocks. But for investors seeking broader market exposure—or looking to avoid concentration risk—there are alternative ways to play the market without leaning solely on Nvidia or other AI-centric giants. Enter Bancreek Capital Advisors’ innovative ETF offerings: the Bancreek US Large Cap (BCUS) and Bancreek International Large Cap (BCIL) funds.
On a recent episode of Yahoo Finance’s ETF Report, Andrew Skatoff, CEO and CIO of Bancreek Capital Advisors, shared insights into the firm’s strategy for delivering strong performance while sidestepping some of the biggest names in tech, including Nvidia. Skatoff discussed Bancreek's commitment to fundamental, long-term investing powered by a systematic, data-driven approach.
How Bancreek Selects Its Market-Leading Stocks
Unlike many ETFs that chase headline-grabbing stocks, Bancreek uses a disciplined framework to identify high-quality businesses with enduring strengths. Skatoff explained:
“Our edge at Bancreek is the development of a robust systematic deployment of data science to fundamental long-term investing. We look for companies with specific data signals relating to the quality of their underlying business.”
This approach means avoiding some of the so-called “Magnificent Seven” tech giants—like Nvidia, Meta, and Tesla—that don’t meet Bancreek’s rigorous inclusion criteria. Instead, BCUS focuses on companies with a track record of durability and structural advantages, including Apple (AAPL), Broadcom (AVGO), and Microsoft (MSFT).
For a complete listing of BCUS holdings, please click here. For a complete listing of BCIL holdings, please click here. Holdings subject to change.
Playing the AI Boom Without Direct Semiconductor Exposure
For investors wanting a slice of the AI-driven growth story without relying on semiconductor leaders, Skatoff highlighted the underappreciated role of industrial companies.
“A lot of these industrials support the build-out and development of data centers and AI growth,” Skatoff said. “You might have companies like Hubbell (HUBB) or Eaton (ETN), which are integral to these processes without being the semiconductor plays.”
These industrial giants, many with histories spanning over a century, have built unique edges over time and play a critical role in constructing the infrastructure underpinning AI’s expansion. Their involvement in everything from data centers to power systems positions them as indirect beneficiaries of AI’s rise, offering growth potential with less volatility.
Navigating Volatile Markets with Resilient ETFs
Market cycles, Fed policy, and economic uncertainty often drive short-term volatility, but Bancreek’s ETFs are designed for long-term stability. Skatoff emphasized the importance of holding companies that perform well across all market environments:
“We focus on companies that do well through different cycles. We avoid highly cyclical businesses that can experience whipsaw effects and instead look for resilience.”
This strategy aligns with Bancreek’s goal of helping investors achieve consistent performance without being overly exposed to market trends or sectors prone to sharp corrections.
Seeking A Smarter Approach to Broader Market Exposure
Whether through tech leaders like Apple and Microsoft or industrial stalwarts like Hubbell and Eaton, Bancreek’s BCUS and BCIL ETFs offer diversified exposure to high-quality companies driving long-term value.
For investors looking to participate in the AI revolution, weather market turbulence, or find alternatives to concentrated plays like Nvidia, Bancreek’s disciplined, data-driven approach presents a compelling opportunity.
Discover how BCUS and BCIL may enhance your portfolio and provide market exposure with resilience and growth potential.
Explore the future of investing today or contact us.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call 883-442-3223 or visit our website at www.bancreeketfs.com. Read the prospectus or summary prospectus carefully before investing.
The Funds are distributed by Foreside Fund Services, LLC.
Investing involves risk, including loss of principal. A new or smaller fund’s performance may not represent how the fund is expected to or may perform in the long term if and when it becomes larger and has fully implemented its investment strategies. The Fund relies heavily on proprietary quantitative investment selection models as well as data and information supplied by third parties that are utilized by such models. To the extent the models do not perform as designed or as intended, the Fund’s strategy may not be successfully implemented and the Fund may lose value. If the models or data are incorrect or incomplete, any decisions made in reliance thereon may lead to the inclusion or exclusion of securities that would have been excluded or included had the models or data been correct and complete. Read the prospectus for additional details regarding risks.
Foreign Investment Risk. Returns on investments in foreign securities could be more volatile than, or trail the returns on, investments in U.S. securities. Forward Foreign Currency Contracts Risk. To the extent the Fund utilizes forward foreign currency contracts, the Fund will contract with a foreign or domestic bank, or a foreign or domestic securities dealer, to make or take future delivery of a specified amount of a particular currency. Forward foreign currency contracts may limit any potential gain that might result should the value of the underlying currencies increase. In addition, because forward currency exchange contracts are privately negotiated transactions, there can be no assurance that the Fund will have flexibility to roll-over a forward foreign currency contract upon its expiration if it desires to do so.
Market Price: The current price at which shares are bought and sold. Market returns are based upon the last trade price.
NAV: The dollar value of a single share, based on the value of the underlying assets of the fund minus its liabilities, divided by the number of shares outstanding. Calculated at the end of each business day.