With U.S. trade policy uncertainty putting investors on edge this year, many investors have started to look beyond the U.S. Despite domestic equities dominating global markets for the past several years, momentum has started to unwind. For example, “Magnificent Seven” companies have experienced significant losses in recent months.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 273,894 | $11.01M | $17.44M | $6.43M | 58.36% |
| SJL Sheila J. Lindsay Bensler LLC | 441,859 | $19.93M | $28.13M | $8.2M | 41.15% |
Elliot Kallen Prosperity Wealth Management, Inc. | 27,492 | $944,892.85 | $1.75M | $802,223.75 | 84.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 468 | $21,477 | $29,304.24 | $7,827.24 | 36.44% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 56,874 | $2.57M | $3.6M | $1.04M | 40.46% |
| NASDAQ (NMS) Exchange | US Country |
Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of emerging markets issuers. The fund invests primarily in a broad range of equity securities of companies located in emerging market countries and may invest in companies of any size. The fund is non-diversified.
The fund focuses on the acquisition of equity securities, which represent ownership in companies. These securities are usually in the form of stocks, issued by emerging market issuers. This strategy aims to capitalize on the growth potential of these markets.
Targeting companies located in emerging market countries, the fund specializes in identifying investment opportunities within these regions. Emerging markets are typically characterized by their fast-paced economic growth compared to more developed markets, offering a unique investment landscape.
While many investment funds target companies of specific sizes, this fund maintains flexibility by investing in companies across a wide range of sizes. This approach allows for a more diversified investment portfolio, encompassing everything from small startups to large, established corporations within emerging markets.
As a non-diversified fund, it places larger investments in fewer companies. This strategy can lead to higher volatility and risk, as the fund's performance may be more closely tied to the fortunes of its select investments. However, it also offers the potential for significant returns if those investments perform well.