Eaton Vance Preferred Securities and Income ETF (EVPF)

Overview

BREE is an innovative exchange-traded fund (ETF) that focuses on actively managing investments in equities primarily linked to emerging market countries. The investment strategy employed by BREE incorporates a unique blend of fundamental and quantitative research methodologies. This dual approach is aimed at constructing a well-diversified portfolio of emerging markets equities, positioning investors to capitalize on the growth potential of these rapidly developing economies.

Products and Services

• Actively Managed ETF

  The cornerstone of BREE’s offering, this actively managed ETF is designed to provide investors with exposure to a diversified selection of equities in emerging markets. The fund leverages sophisticated investment strategies to identify opportunities and mitigate risks inherent in these dynamic economies.

• Equities in Emerging Markets

  BREE focuses on investing in companies that are economically tied to emerging markets, offering investors a chance to participate in the growth trends of fast-developing regions. The portfolio includes various sectors and industries, enhancing the potential for returns while managing overall risk.

• Fundamental and Quantitative Research

  The investment approach of BREE integrates both fundamental analysis—which examines the economic and financial factors influencing companies—and quantitative metrics that apply statistical techniques to identify investment opportunities. This dual methodology aims to create a robust and resilient equity portfolio.

• Diversified Portfolio Construction

  BREE’s strategic portfolio construction process emphasizes diversification across various asset classes, sectors, and geographies within emerging markets. This approach seeks to optimize performance by balancing potential growth with risk management, allowing for a more stable investment experience.