| OTCM Exchange | United States Country |
The described fund is focused on achieving long-term capital appreciation through investments primarily in the equity securities of U.S. based companies. The fund aims to allocate at least 80% of its net assets, along with any borrowings for investment purposes, into equity securities and similar instruments, including derivatives. Additionally, investments may also be made in ETFs and other registered investment companies that themselves invest in the equity securities of U.S. based companies. The fund's portfolio typically comprises common stocks, which may include initial public offerings (IPOs), and in certain cases, preferred stocks of U.S. based companies. This strategy underscores the fund's commitment to investing in the American market, seeking to benefit from the growth potential of U.S. companies.
The fund primarily invests in common and preferred stocks of companies based in the United States. This includes participating in initial public offerings (IPOs), offering investors a chance to be part of the growth of various companies across different sectors. The focus on U.S. companies stems from a belief in the potential for economic growth and innovation within the domestic market.
To achieve its investment objectives, the fund also employs derivatives and other financial instruments that mimic the economic characteristics of U.S. equity securities. This approach allows the fund to enhance its portfolio exposure, manage risk, or achieve a more efficient investment outcome compared to directly investing in the underlying securities.
Investing in ETFs and other registered investment companies is another strategy the fund uses to gain exposure to equity securities of U.S. based companies. This enables the fund to diversify its investments across a broad spectrum of companies, sectors, and industries within the ETFs or investment companies’ portfolios, thus spreading risk and potentially enhancing returns.