LBO Stock Fund Price and Chart — CBOE:LBO

Overview

Analysis Holdings Discussions Technicals Seasonals

LBO chart

Key stats

About EA Series Trust WHITEWOLF Publicly Listed Private Equity ETF

LBO holds 25-40 US-listed private equity companies of any size, including leverage finance providers, buyout firms, sponsors, and asset managers. Banks, real estate-focused companies, and REITs are excluded from the fund. The objective is to construct a portfolio of liquid assets, focusing on current income, low volatility, and capital growth. The selection process uses a value-oriented approach that combines qualitative and quantitative criteria, emphasizing liquidity, income, volatility, and value. Key factors such as credit performance, risk level, changes in earnings and dividends, and the impact of interest rate fluctuations are also assessed. Generally, the portfolio allocates 40-60% of assets to leverage finance providers and the remaining 40-60% to other categories. The fund is rebalanced and reconstituted at least quarterly.

Classification

LBO analysis

What's in the fund

Exposure type

Finance

Miscellaneous

Stock breakdown by region

Top 10 holdings

Technicals

Summarizing what the indicators are suggesting.

Oscillators

Neutral

SellBuy

Strong sellStrong buy