Quarter after quarter, the U.S. economy is continuing its path of expansion.
At the end of October, the U.S. Bureau of Economic Analysis released the latest Gross Domestic Product (GDP) numbers. For Q3 2024, GDP increased at 2.8%, slightly down from the 3% jump in the second quarter. Even though GDP saw a bit of a dip, these numbers highlight the magnifying resilience of the U.S. economy.
That’s not all the good news for U.S. companies, either. The Conference Board recently reported that their Consumer Confidence Index skyrocketed to 108.7 for October, up from 99.2 in September. This represents the strongest one-month gain that the index has seen since March 2021.
With the U.S. economy continuing to grow past inflation concerns and U.S. consumers remaining confident, it’s a good time to be an equity investor. Focusing on a disciplined growth strategy can help traders build towards long-term capital appreciation.
LSGR Offers an Opportunity
One efficient means to do so is through the use of the Natixis Loomis Sayles Focused Growth ETF (LSGR ). This fund seeks to provide growth of capital through a tight portfolio of long-term U.S. stocks.
In its portfolio of 20-30 securities, LSGR seeks to invest in companies that provide true sustainable competitive advantages. This includes strong cash flow projections, good return on capital, and management teams focused on delivering long-term value.
Currently, LSGR’s portfolio features dominant U.S. large-caps that remain household names. For example, the fund’s holdings include Netflix, Nvidia, Amazon, and Alphabet.
Should the growth narrative continue to stick for the U.S. economy, LSGR can remain well-positioned to capitalize. The fund’s stock selection process lends itself toward companies with a historical precedent for delivering on results.
Fund flows for LSGR support the narrative for rallying around growth strategies. FactSet data shows that as of October 31, 2024, LSGR has received over $14 million in net flows.
For more news, information, and analysis, visit the Portfolio Construction Channel.