ONEAM Launches New US Value Feeder Fund Amid Shift to Real Earnings
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Key summary
ONE Asset Management (ONEAM) has opened its initial public offering (IPO) for the ONE-USAV fund between October 19 and 28, 2026. This feeder fund invests exclusively in the FTGF Putnam US Large Cap Value Fund, maintaining an average annual asset allocation of at least 80% of the underlying fund's net asset value (NAV). The strategy focuses on large-cap value stocks with high liquidity and resilient business fundamentals, diversifying across financial services (approx. 18.50%), healthcare (approx. 14.58%), and technology (20.67%). Top holdings as of August 31, 2026, include Microsoft Corporation (7.23%), Apple Inc. (6.49%), Amazon.com, Inc. (3.29%), Citigroup Inc. (3.25%), and ExxonMobil Holdings Corporation (2.78%). Mr. Poch Harinsut, CEO of ONEAM, notes the US market is shifting from high-growth AI themes to value stocks driven by real earnings and cash flow, citing rising costs, geopolitical issues, and policy uncertainty as key factors.
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Source report
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