| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LF Lori Fernicola Castle Wealth Management LLC | 131,849 | $7.77M | $11M | $3.23M | 41.59% |
| ARCA Exchange | US Country |
The company is a mutual fund that primarily focuses on investing in emerging market companies, notably excluding companies domiciled in or whose stocks are listed for trading in China, as well as companies domiciled in Hong Kong. Managed by Putnam Management, the fund has a strategic emphasis on investing a significant portion of its assets in small and mid-size companies that are believed to offer mispriced earnings growth potential relative to their market valuation. This approach is aimed at achieving excess returns over the fund's benchmark. The fund operates with a non-diversified investment portfolio, meaning it may invest a larger portion of its assets in fewer issuers than a diversified fund.