The U.S. is a central axis that leads the global economy and stock market, and the return on equity (ROE) continues to rise through growth and distribution. In particular, companies such as Apple, Alphabet, Microsoft, and Nvidia represent global growth stocks and have become promising investment destinations for investors. It is leading technological innovation across the industry with artificial intelligence (AI) technology.
The “KB U.S. Representative Growth Stock Fund” utilizes investment advice from KB Securities’ research headquarters and operates through organic collaboration with asset management and securities within KB Financial Group.
The fund is investing in large U.S. growth stocks with high profit growth potential and excellent shareholder return, and is paying attention to the AI industry, which is the core of IT development, as a big pillar of future portfolio growth themes. In addition to AI, it focuses on key themes that drive the growth of the times, such as smart consumption, innovative medicine, and reshoring, and makes long-term investments. Representatively, it is investing in high-performance semiconductor technology companies (NVIDIA, Synopsis) and cloud software companies (Microsoft, Alphabet), which are leading the AI industry. It plans to manage growth and volatility together by diversifying investments in areas such as healthcare and defense, which have defensive characteristics, and companies with new growth engines such as digital healthcare and cybersecurity.
In addition, “KB Able U.S. Major Growth Stock Lab” is a wrap service operated by the lab management department by forming a portfolio of companies listed in the U.S. based on the “KB U.S. Stock Recommendation Stock” presented by the KB Securities Research Headquarters.
It forms a portfolio around representative U.S. growth stocks that continue to grow steadily, and prepares for market volatility risks by incorporating defensive stocks to a certain extent. In the business model, invest first in companies that increase their return on equity through profit growth and shareholder return. Companies that have shown high growth in the digital business sector or have switched to new business models are selected, and the proportion of incorporation is adjusted using the unique valuation model tool of the research headquarters. When selecting stocks, it invests in companies that have new growth engines and lead industries, such as companies that have preempted the market or are increasing their market share by using the fourth industry or changing trends.
