| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 63,593 | $1.48M | $1.66M | $178,060.4 | 12.04% |
| NASDAQ Exchange | US Country |
The fund focuses on investing in a broad range of equities which include common stocks, preferred stocks, and depositary receipts for these types of stocks. These investments span across global markets, prioritizing international corporations that are listed on various stock exchanges around the world. This includes involvement in emerging markets, alternative trading systems, and over-the-counter markets. The fund is dedicated to geographic diversification, ensuring at least 80% of its assets are placed in non-U.S. companies across a minimum of three different foreign countries. This strategy encompasses investments in both established and emerging market countries, aiming to leverage global opportunities for its investors.
The fund’s primary service involves the acquisition of equities such as common and preferred stocks along with depositary receipts for these stocks. This encompasses shares in international corporations that have been traded on stock exchanges around the globe, including nascent and alternative markets. The objective is to offer investors a diversified portfolio with potential growth opportunities in various sectors and geographical locations.
Adhering to its strategy, the fund invests at least 80% of its assets in stocks of non-U.S. companies located in a minimum of three foreign countries. This policy includes companies operating within both established and emerging market nations. The aim is to spread investment risks and tap into the growth potential of different economies worldwide.
Part of the fund's investment policy includes a focus on emerging markets, which offers the opportunity to participate in the growth of economies that are on the rise. Investing in emerging markets involves companies that are located or have operations in countries with developing economies. This provides a unique blend of risk and reward, aiming to enhance the portfolio's growth potential while maintaining a balanced approach to global investment.