| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 710 | $23,531.4 | $28,407.1 | $4,875.7 | 20.72% |
| ARCA Exchange | US Country |
The company operates a fund focused on investing in the evolving landscape of energy and infrastructure, guided by the principles of environmental progress and sustainability. This fund primarily targets investments in equity securities of companies that are at the forefront of the carbon transition movement - those moving towards lower carbon emissions and more sustainable energy sources. The investment strategy hinges on allocating a substantial portion of its net assets, including borrowed funds if needed, to these forward-thinking entities. Such companies include those involved in managing energy infrastructure assets, like pipelines, renewable energy production facilities, and utilities, reflecting a strong commitment to fostering a cleaner energy future.
The fund's products and services are centered around investment opportunities in carbon transition and infrastructure companies, offering investors a path to participate in the shift towards sustainable energy. The focus is on sectors and companies with significant roles in this transition, ensuring that investments not only yield returns but also contribute positively to environmental objectives.
In alignment with its mission, the fund invests a significant portion of its assets in equity securities of carbon transition companies. These are companies identified as leaders in the move towards reducing carbon emissions, including operators of energy infrastructure assets like pipelines and renewable energy facilities. This focus area aims to support and propel the growth of businesses that are critical to achieving a lower carbon economy.
Understanding the pivotal role of infrastructure in the carbon transition, the fund also dedicates a portion of its investments to infrastructure companies. This broad category includes utilities and companies involved in the production, transmission, and distribution of energy. Through these investments, the fund seeks to enhance the resilience and sustainability of essential infrastructure, supporting a seamless transition to renewable and more efficient energy solutions.
The fund includes in its portfolio publicly-traded master limited partnerships (MLPs) and limited liability companies (LLCs) taxed as partnerships, as well as MLPs taxed as C-corporations and their affiliates. This investment strategy leverages the unique financial structures and tax benefits of MLPs and related entities, many of which are integral players in the energy sector, encompassing both traditional energy infrastructure and emerging renewable sources.