| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AP Anu Prabhu Altrius Capital Management Inc. | 155,162 | $5.37M | $6.7M | $1.33M | 24.68% |
Dina Fliss Global View Capital Management LLC | 20,574 | $801,515.92 | $887,973.84 | $86,457.92 | 10.79% |
Jonathan Chatfield LM Advisors LLC | 1,715 | $63,255.95 | $74,019.4 | $10,763.45 | 17.02% |
| NASDAQ (NMS) Exchange | US Country |
The company focuses on investment strategies that prioritize dividend-paying equity securities. With a commitment to ensuring a significant portion of its net assets—in addition to any borrowings for investment purposes—are allocated towards these types of securities, the firm aims to cater to investors looking to capitalize on the potential benefits of income-generating stocks. A substantial emphasis is placed on common stock as the principal type of equity security for investment, showcasing the company's dedication to strategies that are both traditional and potentially rewarding for investors. Furthermore, the organization demonstrates a global perspective in its investment approach, ensuring that at least 30% of the fund's assets are invested in markets outside the United States. This strategic diversification is designed to not only spread investment risk but also to seize opportunities in international markets, potentially offering investors a blend of stability, growth, and income.
The company specializes in investing a majority of its resources in dividend-paying equity securities. This strategy aims to provide investors with a steady income stream from dividends, alongside the potential for capital gains. Specifically focusing on common stock, this approach targets the balance between income generation and growth, appealing to those who seek somewhat conservative investments that can still offer appreciable returns.
Recognizing the value in diversification, the firm commits at least 30% of its fund’s assets to investments outside the United States. This global investment strategy not only spreads risk across different economies and markets but also taps into potential growth opportunities worldwide. By including international stocks in the portfolio, the company aims to exploit the advantages of global economic trends and sector variabilities, offering a broader horizon for investors who want to diversify beyond domestic markets.