iShares U.S. Thematic Rotation Active ETF (BTHM)

Overview

The company operates a fund that focuses on investing a significant portion of its assets in U.S. equity securities, specifically targeting companies that show potential for above-average earnings growth. This investment strategy implies a proactive approach in identifying and investing in common stocks, preferred stocks, convertible securities, warrants, and depositary receipts with a price linked to common stock value. With a policy of investing at least 80% of its net assets, along with any borrowings for investment purposes in these equity securities, the company seeks to leverage growth in the U.S. market. Despite its concentrate investment strategy, the fund remains non-diversified, indicating a focused yet potentially higher risk and higher reward investment approach.

Products and Services

• U.S. Equity Securities Investment

  This service involves the fund investing primarily in U.S. equity securities, such as common and preferred stocks, convertible securities, warrants, and depositary receipts. The focus is on entities believed to have above-average earnings growth potential, aiming to maximize returns for investors through strategic asset selection based on growth prospects.

• Non-Diversified Fund Management

  Though the fund invests heavily in U.S. equity securities, it maintains a non-diversified status. This means it may concentrate its investments in fewer securities than a diversified fund. This approach allows for potentially higher gains from successful investments but comes with an increased risk level due to the concentrated investment focus.