Eagle Energy Infrastructure Fund Class C (EGLCX)

Overview

The company is an investment fund that is primarily focused on the energy infrastructure sector. Its investment objective is to generate returns for its investors by allocating a significant portion of its assets, specifically 80% or more, into securities related to energy infrastructure. This encompasses a wide range of investment opportunities, including but not limited to companies involved in the transmission, distribution, and storage of energy. The fund operates under the principle of investing its assets plus any borrowings for investment purposes in these sectors. Notably, it is classified as non-diversified, meaning it may invest a larger portion of its assets in fewer securities, allowing for potentially higher returns but also higher risks.

Products and Services

• Energy Infrastructure Investments:

  This product focuses on securities associated with the essential components of energy infrastructure. These investments target companies and projects involved in the transmission, distribution, and storage of energy. By dedicating at least 80% of its assets to this niche, the fund aims to leverage the expected growth and stability in the energy sector to provide returns to its investors. The energy infrastructure sector is critical to both the economy and the advancement towards more sustainable energy sources, making it a potentially lucrative area for investment.

• Non-Diversified Fund Structure:

  Unlike diversified funds, this fund adopts a non-diversified strategy, concentrating its investments in fewer securities. This approach allows the fund to take significant positions in its chosen investments, potentially leading to higher returns. However, it also involves a greater risk, as the fund's performance is more closely tied to the success or failure of its select holdings. This strategy is suitable for investors who are looking for potentially higher rewards and are comfortable with the associated level of risk.