| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAL TFB Advisors LLC TFB Advisors LLC | 22,304 | $665,354.26 | $898,405.12 | $233,050.86 | 35.03% |
| ARCA Exchange | US Country |
The fund is designed for investors seeking to capitalize on opportunities in companies that are positioned to disrupt markets or create entirely new markets. With a strategy focusing on equity securities of both U.S. and foreign companies, including those in emerging markets, the fund maintains a concentrated portfolio that aims to invest in organizations regardless of their market capitalization that are on the cutting edge of innovative change. The pursuit of disruptive growth agendas is at the heart of the fund's investment philosophy, highlighting its commitment to identifying and investing in “disrupters”—companies at the forefront of creating or transforming industries. Operating as a non-diversified fund allows for a focused investment approach, albeit with potentially higher volatility given the concentration in potentially fewer securities.
This product is suitable for investors looking for targeted exposure to innovative companies rather than a broad market index. The fund's philosophy is that a concentrated portfolio allows for potentially greater returns from investments in companies at the leading edge of innovation and market disruption.
This offering appeals to investors wishing to diversify their investment portfolio beyond domestic equities and into companies from around the world that are leading in innovation. By including companies in emerging markets, the fund presents an opportunity for exposure to high-growth potential investments in economies that are on the rise.
This service is aimed at investors who are particularly interested in companies that are not just participating in their industries but are set to redefine them. It is for those who see value in backing businesses that aim to disrupt the status quo and introduce groundbreaking products, services, or methodologies.