EA Series Trust – ARS Core Equity Portfolio ETF (ACEP)

Overview

The fund primarily focuses on equity investments, adhering to a policy that requires it to allocate at least 80% of its net assets, along with any associated investment borrowings, into equity securities. This encompasses a broad spectrum, including exchange-traded funds (ETFs) that provide exposure to these equity securities. The fund managers categorize equity securities to include not only common stocks but also other securities that share comparable traits, such as American Depositary Receipts (ADRs). It is important to note that this fund operates under a non-diversified strategy, indicating that it may concentrate its investments in fewer holdings than diversified funds might.

Products and Services

• Equity Securities Investments:

  This core offering allows investors to gain exposure to a diversified array of equity securities, including common stocks that represent ownership in various companies. The investment heavily focuses on growth potential and market capital appreciation.

• Exchange-Traded Funds (ETFs):

  The fund incorporates ETFs that provide indirect exposure to different equity markets, enabling investors to benefit from wider market movements. These funds track major indices and sector-specific indices, offering liquidity and ease of trading.

• American Depositary Receipts (ADRs):

  By investing in ADRs, the fund gains access to foreign companies’ stocks without the complexities of purchasing shares directly on international exchanges. This enhances investors' portfolios by providing international diversification.

• Non-Diversified Investment Strategy:

  This strategy allows the fund to concentrate its investments, taking advantage of higher potential returns by committing a larger portion of capital to a smaller number of holdings, thus aiming for superior performance over time.

• Active Management:

  The fund is actively managed by a team of professionals who continuously analyze market conditions and adjust the investment strategy to align with economic trends and investment opportunities, aiming to optimize returns for investors.