U.S. QUALITY PREMIER

U.S. Quality Premier (QP) mirrors the process and holdings of U.S. Quality (USQ), applying the same high-conviction, patient framework focused on durable growth businesses with strong reinvestment potential and compelling valuations. Unlike USQ’s balanced portfolio-construction approach, QP uses a tranche-based structure that increases exposure to businesses with high Returns on Invested Capital (ROIC)—typically allocating around 60% of the portfolio to the top ten ROIC names. Due to its greater concentration and emphasis on ROIC over valuation, QP may experience higher volatility, which could result in different return outcomes compared to USQ.

Click here to view the U.S. Quality Premier fact sheet.