Deutsche Asset & Wealth Management (DeAWM) has launched the DWS CROCI Sector Opportunities Fund.
The Fund is the third U.S. mutual fund offered by DeAWM to be based on Deutsche Bank’s award-winning Cash Return On Capital Invested (CROCI) methodology.
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"This innovative addition to the CROCI platform offers investors a compelling and unique opportunity to gain exposure to undervalued, large-cap equities based on our proprietary stock-valuation methodology" said Joe Hall, Head of CROCI in the Americas. "This product is yet another example of Deutsche Asset & Wealth Management’s ability to create high-quality, systematic investment strategies for our clients who are seeking to capture the returns of ‘real’ value in the market."
The Fund leverages Deutsche Bank’s proprietary stock-valuation methodology, CROCI, to select approximately 30 stocks from the S&P 500 Index, STOXX Europe Large 200 Index and TOPIX 100 Index.
CROCI is a fundamentally-driven process which seeks to improve stock selection and enhance portfolio management by identifying the "real" value in the market, based on CROCI Economic P/E.
In this fund, CROCI selects the three sectors with the lowest, median trailing 12-month Economic P/E. From each sector, it selects 10 stocks with the lowest positive trailing 12-month Economic P/E, resulting in a portfolio of 30 stocks, rebalanced quarterly.
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By GlobalDataThe Fund is managed by Di Kumble, Senior Portfolio Manager and Head of Tax Managed Equities for Deutsche Asset & Wealth Management. The CROCI team is made up of approximately 60 professionals covering 800 companies from around the world. Approximately $13.2 billion are invested globally in CROCI strategies as of April 2014, with nearly $2.5 billion in the United States.
DWS CROCI Sector Opportunities Fund is a registered mutual fund under the Investment Company Act of 1940. Deutsche Investment Management Americas Inc. (DIMA) is the Fund’s investment advisor and DWS Investments Distributors, Inc. is the Fund’s distributor.
