Honeytree U.S. Equity ETF (BEEZ)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
BEEZ Chart
Honeytree U.S. Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 70,716 | $2.22M | $2.32M | $108,409.3 | 4.89% |
 Joe Banwait RAELIPSKIE PARTNERSHIP | 100 | $3,068 | $3,285 | $217 | 7.07% |
Honeytree U.S. Equity ETF (BEEZ) FAQ
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Honeytree U.S. Equity ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund, actively managed and sub-advised by Honeytree Investment Management Ltd., differentiates itself by not aiming to mirror the performance of a specific index. As an exchange-traded fund (ETF), it seeks to meet its investment objective by concentrating its portfolio primarily on large-cap and mid-cap U.S. listed equity stocks. This strategy involves allocating at least 80% of the fund's net assets, in addition to borrowings for investment purposes, towards its targeted investments. The fund’s focus is on active management and strategic investment in the American equity market, leveraging Honeytree Investment Management Ltd.'s expertise to potentially benefit from market dynamics.
Products and Services
- Actively Managed ETFs
This product offers investors access to a dynamically managed portfolio, diverging from the common practice of following established indices. By concentrating on a select portfolio of large-cap and mid-cap U.S. listed equity stocks, the fund aims to exploit market inefficiencies and strategic growth opportunities. The active management approach allows for a more responsive investment strategy, potentially adjusting to market changes more swiftly than passively managed funds.
- Investment in Large-cap and Mid-cap U.S. Equities
The fund's strategy involves a significant investment in both large-cap and mid-cap equities in the U.S. market. This focus on U.S. listed stocks is based on the potential for growth in the American corporate sector and the stability large-cap companies usually offer. Mid-cap stocks, on the other hand, are chosen for their potential for growth, providing a balanced mix designed to optimize the fund’s performance while managing risk.
- Borrowings for Investment Purposes
Part of the fund’s strategy involves leveraging borrowings to amplify potential returns on investments. This approach can enhance the fund's ability to capitalize on investment opportunities, albeit with an increased level of risk. Borrowing for investment purposes is a strategic decision aimed at maximizing the potential return for investors, demonstrating the fund's proactive approach to achieving its investment objective.
