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| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Candace Cavalier Congress Wealth Management LLC / DE / | 56,356 | $2.04M | $2.53M | $483,054.63 | 23.65% |
| ARCA Exchange | US Country |
The described company operates as an investment fund, focusing on generating returns for its investors through a targeted strategy. This fund emphasizes investment in dividend-paying equity securities, specifically selecting companies that are based within the Asian region. By mandating that at least 80% of its net assets, which can include borrowed capital designated for investment purposes, are allocated in such securities, the company showcases a strong commitment to its core investment thesis. The approach suggests an aim to leverage the growth and income potential of Asian markets, potentially offering investors exposure to a diverse range of sectors and economies within this dynamic and rapidly evolving region.
The company offers a focused investment product with a clear strategy designed for investors seeking exposure to dividend-paying companies in Asia. This is elaborated upon through its primary service offerings: