| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,391 | $149,364.1 | $272,137.68 | $122,773.58 | 82.2% |
Josephine Lee New Insight Wealth Advisors | 42,464 | $1.01M | $2.09M | $1.08M | 107.16% |
| ARCA Exchange | US Country |
The company operates as an investment fund focused on capitalizing on the dynamic growth potential of the Asian market, excluding Japan. Its primary objective is to generate returns for its investors by directing at least 80% of its net assets, inclusive of borrowed funds for investment purposes, towards acquiring common and preferred stocks of companies situated in Asia. The fund prioritizes investments in businesses it identifies as innovators within their respective domains. This includes innovation in products, services, processes, business models, management philosophies, technology utilization, or methodologies in creating, expanding, or servicing their markets. By leveraging such a strategy, the company aims to tap into the vibrancy and rapid economic advancements characterizing the Asian region, offering a unique value proposition to its investors.
The fund dedicates at least 80% of its net assets to purchasing common and preferred stocks of innovative companies across Asia, excluding Japan. This strategy is rooted in identifying firms that demonstrate significant potential for growth and innovation in various sectors. By focusing on equities, the fund seeks to capture the appreciation potential of these enterprises, reflecting its confidence in their ability to outperform in their respective markets.
Innovation is at the heart of the fund's investment philosophy. The fund specifically targets companies that lead in innovation of products, services, processes, business models, management, technology use, or market approach. This focus ensures that investments are directed towards businesses that are not only poised for rapid growth but are also resilient and capable of adapting to changing economic landscapes. It reflects a strategic intent to back companies that pioneer advancements, redefine sectors, and have the potential to offer superior returns.