Alpha Blue Ocean Select Markets Dynamic Fund (ABCS)

Overview

The fund operates as an actively managed ETF (Exchange-Traded Fund), focusing on investment strategies that aim to meet its objectives by incorporating both small- and mid-cap domestic equity securities along with ETFs that broaden its exposure to these classes of assets. Targeting companies with smaller to medium market capitalizations, the fund strategically invests in those domiciled and operating primarily out of the United States, ensuring that these entities are listed on major U.S. stock exchanges. This approach allows the fund to leverage the growth potential of small- and mid-cap companies while aiming for diversified and balanced investment outcomes.

Products and Services

• Investment in Domestic Equity Securities

  This component of the fund focuses on direct investments into common equity of small- and mid-cap companies based and operating in the U.S. These companies are selected based on their potential for growth and stability, representing a core aspect of the fund's strategy to harness the dynamism of domestically oriented businesses.

• Investment in ETFs for Broad Exposure

  Understanding the importance of diversification, the fund also allocates part of its portfolio to ETFs that are primarily invested in U.S. domestic equity securities. By doing so, it not only spreads risk across a wider array of sectors within the small- and mid-cap space but also capitalizes on the collective expertise of other fund managers within the domestic equity framework.