| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 14,117 | $361,629.7 | $563,268.3 | $201,638.6 | 55.76% |
Chris Williams Applied Capital LLC | 53,094 | $1.17M | $2.12M | $947,379.97 | 81.12% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 13,349 | $356,523.22 | $517,941.2 | $161,417.98 | 45.28% |
| RL Rebecca Loeffler Corus Family Wealth Advisors | 51,891 | $1.53M | $2.08M | $546,154.22 | 35.62% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 8,989 | $274,577.76 | $363,155.6 | $88,577.84 | 32.26% |
| ARCA Exchange | US Country |
The Portfolio is an innovative financial entity focused on investing in large-cap companies located within emerging and frontier markets. The core strategy revolves around identifying large companies in these markets that exhibit a higher profitability compared to their peers. This targeted approach is meant to capitalize on the dynamic nature of emerging markets, offering a unique blend of growth potential and investment security. The Advisor plays a crucial role in this process, using their expertise to select securities that meet the Portfolio's stringent criteria for profitability and growth potential.
The Portfolio offers a specialized investment service centered around two main products:
This product focuses on investing in securities from large companies based in emerging markets. These are markets that are experiencing rapid economic development and have the potential to offer higher returns compared to developed markets. The Portfolio seeks out companies within these markets that have demonstrated high profitability and are positioned to benefit from the region's growth dynamics.
Expanding the investment horizon, this product targets large companies within frontier markets. These are a subset of emerging markets characterized by being in an earlier stage of economic development. Investing in frontier markets can offer even higher growth potential, albeit with increased risk. The Portfolio leverages its expertise to identify companies in frontier markets that not only exhibit strong profitability but also have the resilience and the market position to navigate the challenges typical of less mature economies.