Charlton Aria Acquisition Corp. (CHAR)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
Charlton Aria Acquisition Corp. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Daniel L. Lippincott Karpus Management Inc. | 1.42M | $14.17M | $15.34M | $1.16M | 8.21% |
| SK Steven Katznelson Radcliffe Capital Management LP | 75,151 | $778,576 | $812,675.4 | $34,099.4 | 4.38% |
| BO Brian Oliveira Clear Street Group Inc. | 182,670 | $1.91M | $1.98M | $60,721.17 | 3.17% |
| AAS ABC Arbitrage SA ABC Arbitrage SA | 20,000 | $209,000 | $216,800 | $7,800 | 3.73% |
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Charlton Aria Acquisition Corp. Profile
| Trading Companies & Distributors Industry | Industrials Sector | Min Lee Jung CEO | NASDAQ (NMS) Exchange | G9877L107 CUSIP |
| US Country | - Employees | - Last Dividend | - Last Split | - IPO Date |
Overview
The provided company is a bond investment fund focused on maintaining a substantial portion of its investments in bonds and debt securities. It aims to allocate at least 80% of its net assets, including any borrowings for investment purposes, towards bonds, showcasing a strong inclination towards debt instruments of various maturities. Furthermore, the fund shows a conservative investment approach by committing at least 65% of its net assets to investment-grade securities, indicating a preference for lower-risk options. The fund's strategy also involves managing its effective duration to stay within a range of +/- 2 years relative to the Bloomberg U.S. Aggregate Bond Index, demonstrating its goal to mitigate interest rate risk while aligning closely with the benchmark.
Products and Services
Under its investment strategy, the fund offers several key products and services:
- Bonds and Debt Securities Investment:
The fund specializes in bonds and debt securities, targeting a significant allocation of at least 80% of its net assets towards these financial instruments. This service caters to investors looking for steady income streams through interest payments from bonds and other debt securities.
- Investment-Grade Securities Portfolio:
At least 65% of the fund's net assets are invested in investment-grade securities. This product is designed for conservative investors prioritizing capital preservation and lower risk. It focuses on securities that are rated as having a lower risk of default, thus offering a more secure investment option.
- Effective Duration Management:
The fund commits to maintaining an effective duration of +/- 2 years relative to the Bloomberg U.S. Aggregate Bond Index. This service involves active management of the fund's portfolio to align its interest rate sensitivity with that of the benchmark. This strategy is aimed at investors seeking to minimize exposure to interest rate movements while maintaining a portfolio that is reflective of the broader bond market's average duration.
