At mid-way through the first quarter, Wall Street has been on a bull run, outplaying tariff trade war fears.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anne Wright Lummis Asset Management, LP | 65 | $1,016 | $1,283.1 | $267.1 | 26.29% |
| NASDAQ (NMS) Exchange | US Country |
The fund focuses on a sector-specific investment approach targeting the video game industry's equity segment. Abiding by a passive management investment strategy, it aims to mirror the performance, prior to deducting fees and expenses, of its chosen index. This index is specifically constructed to reflect the market dynamics and performance of companies actively involved in video game development and publishing. Unlike diversified funds, it concentrates its investments in this niche, reflecting the specialized market it serves. The fund's objective is to provide investors with an opportunity to participate in the growth of the video game sector through a single, focused investment.
The fund's offerings revolve around a singular, specialized investment product. This product is structured to offer exposure to the vibrant sector of video gaming through a carefully curated index. The outlined services and products include:
This flagship product targets the stocks of companies engaged in the design, development, and publishing of video games. By tracking an index that reflects the performance of these companies, the fund provides a streamlined path for investors to gain exposure to this high-growth sector without needing to analyze individual stocks. The passive management approach ensures that the fund’s performance closely aligns with that of its underlying index, minimizing management-induced discrepancies.