| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,335 | $91,048.89 | $122,336.73 | $31,287.84 | 34.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,673 | $126,230 | $153,554.46 | $27,324.46 | 21.65% |
| ARCA Exchange | US Country |
The described company operates in the field of investment management, specializing in the creation and management of funds that align closely with the Calvert Principles for Responsible Investment. This implies a focus on investing in large companies that demonstrate a commitment to operating responsibly and sustainably. By dedicating at least 80% of its net assets (inclusive of any borrowings intended for investment purposes) to stocks listed in its underlying index, the company emphasizes a strong alignment with the sustainability and responsibility criteria set forth by these principles. The fund's strategy highlights a non-diversified approach, indicating a concentrated investment in a smaller number of holdings to potentially enhance returns, albeit with a higher risk due to less diversification.
The company offers a specialized investment fund that is characterized by two main features:
This fund is designed for investors seeking to contribute to positive environmental and social outcomes while pursuing financial returns. It primarily invests in large companies that demonstrate strong adherence to responsible business practices, following the Calvert Principles for Responsible Investment. This principle-driven approach seeks to incorporate sustainability and ethical considerations into the investment process, targeting entities that are not only financially sound but also beneficial to society and the environment.
As a non-diversified fund, this product focuses on a narrower selection of investments compared to diversified funds. This approach allows for significant allocations to securities that the fund managers believe have the most potential for positive impact and financial return. While this increases the risk due to less diversification across industries or sectors, it also offers the potential for higher returns by concentrating on a select group of companies that excel in responsible business operations.