The Suncoast Select Growth ETF strategy is rooted in a disciplined, bottom-up investment approach that focuses on identifying high-quality businesses with strong growth potential. The firm’s methodology revolves around thoroughly analyzing companies based on factors such as business momentum, earnings growth, balance sheet strength, and free cash flow generation. With a long-term perspective, Suncoast’s strategy aims to achieve excess returns while managing risk through a focus on “Margin of Safety.”

By investing in businesses, rather than simply stocks, the firm seeks to build a concentrated portfolio with a competitive advantage, offering a unique approach to risk adjusted and sustainable long-term growth. Suncoast’s investment philosophy, inspired by the principles of legendary investors like Warren Buffett and Benjamin Graham, prioritizes deep, company-specific research and a rigorous evaluation of intrinsic value.

The ETF strategy utilizes Suncoast’s proprietary research process, which has been refined over 25 years, to identify opportunities that align with their high-quality investments. By avoiding attempts to predict short-term market fluctuations, Suncoast’s disciplined methodology emphasizes long-term capital appreciation through investments in businesses with transparent management, consistent economics, and a robust ability to generate free cash flow. The firm’s ultimate goal is committed to the preservation and growth of capital through a disciplined, proven, and long-term investment process.