CALF: Strategy Change Impact Still Positive For These Small/Mid-Cap Cash Cows
Source: SeekingAlpha
2026-02-17 11:40:53 ET
Investment Thesis
This article continues my coverage of the Pacer US Small Cap Cash Cows ETF ( CALF ), which I've committed to updating regularly throughout 2026 as I look to understand the impact of its March 2025 strategy change. As a quick recap, CALF now holds twice the number of holdings as before (200 vs. 100) and selects from a much wider universe that includes many mid-caps, though key features like high free cash flow margins and cheap P/E ratios remain....
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CALF: Strategy Change Impact Still Positive For These Small/Mid-Cap Cash Cows
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