When the Halloween decorations go away, holiday shopping begins. Each year consumers continue to surprise us with enthusiastic spending despite inflationary pressure.
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The fund is centered around the concept of disruptive commerce, focusing its investment strategy on equity securities of companies that drive or benefit significantly from innovations or transformations in their respective industries, particularly within the consumer discretionary sector. The strategy implies a proactive approach to identifying companies that are poised to disrupt traditional business models or create new markets. By committing at least 80% of its net assets to such investments, the fund aims to capitalize on the growth potential of these disruptive entities. While the fund has the flexibility to invest across various economic sectors, it shows a preferential concentration towards industries related to consumer discretionary activities. This focus is reflective of the fund’s thematic investment approach, honing in on sectors where disruption and innovation are most palpable and potentially rewarding. Moreover, the fund is noted to be non-diversified, which suggests a more concentrated investment strategy in terms of the number of holdings, potentially increasing its exposure to the risks and rewards associated with its chosen thematic investments.
The fund offers a distinct investment vehicle focused on harnessing the growth potential of disruptive commerce through the following products and services:
Primarily involves investing in the common stock of companies that are either directly involved in or benefit from innovative and disruptive trends within their industry. These companies are identified based on their potential to lead or significantly impact the evolution of commerce, making them core components of the fund's portfolio.
This aspect of the fund highlights its strategic emphasis on consumer discretionary related industries. Investing in this sector allows the fund to target companies that are likely to benefit from changes in consumer preferences and technological advancements, offering potential for significant growth and investment returns.