HOTL
Strategic Hotel & Lodging Sector Index
Why Exposure to this Index
The hotel and lodging industry is undergoing a seismic change. Strategic Investments has established a new classification system to help investors capture the true exposure to the entire industry of hotels, motels, lodges, resorts, vacation rentals, timeshare properties, and lodging platform services.
INDEX DETAILS
Index Name
Strategic Hotel & Lodging Sector Index
|
Index Calculator
Moorgate Benchmarks Ltd
|
Weighting Method
Modified Market Cap
|
Rebalance
Quarterly
|
Weighted Avg Market Cap
-
|
Documents
Index Fact Sheet
Download
|
Index Methodology
Download
|
Index Overview
The Strategic Hotel & Lodging Sector Index seeks to provide total return by investing in a passively managed, concentrated portfolio of companies in the hotel & lodging management and operational services industries.
- Designed to capture the entire hotel & lodging industry.
- Targets companies in the US and developed markets that specialize in the:
- Hotel & Lodging Services Sub-Sector: Includes companies that specialize in providing hotel and lodging management services, operational services, or provide franchising of: hotel, motel, lodging, residential, and/or timeshare properties including lodging platform services (e.g., global marketplaces for private accommodations including online marketplaces for discovering and booking private or shared accommodations).
- Hotel & Lodging Operations Sub-Sector: Includes companies that own or lease hotels, motels, lodges, resorts, timeshare properties, and/or real estate.
- Companies are initially identified by industry and sector and are then further reviewed based on operations related to hotel and lodging activities.
- The index is composed of the 50 or so largest eligible companies using float adjusted capitalization, and the largest companies make up a greater percentage of the overall portfolio.
[NAME] SITE
Thank you for visiting Kelly Intelligence
You are now being redirected to our [NAME] site.