Fundamentals First ETF (KNOW)

Overview

The fund operates with a defined long-term investment perspective, focusing on a long-only strategy. This approach is characterized by the intent to buy and hold investments over an extended period, contingent upon these investments aligning with the fund’s stringent investment criteria. Administered by a dedicated adviser, the fund meticulously selects investments with the objective of leveraging potential long-term gains. It aims to create a robust investment portfolio that emphasizes stability and growth, catering to investors who prioritize long-term financial success over short-term market fluctuations.

Products and Services

• Publicly-Traded Equity Securities

  The fund invests in a broad array of publicly-traded equity securities, which includes common stock and American Depositary Receipts (ADRs). This service is tailored to investors seeking to tap into the growth potential of companies through direct equity participation. By fostering a diversified equity portfolio, the fund targets capital appreciation over the long haul, navigating through various market capitalizations, industries, and geographical locales, including ventures into foreign and emerging markets.

• Fixed Income Securities

  As part of its diversified investment approach, the fund also allocates assets into fixed income securities. This facet of the fund's service offering is designed for investors who appreciate the regular income and relative safety provided by bonds and other debt instruments. This allows the fund to balance its growth-oriented equity investments with more stable, income-generating assets, potentially lowering the overall risk profile for its investors while still aiming for favorable returns over time.