| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 202,897 | $16.97M | $20.11M | $3.14M | 18.52% |
| ARCA Exchange | US Country |
The described fund is an investment entity that focuses on allocating at least 80% of its investable assets into equity and equity-related securities. Its strategic approach targets investments in what are perceived as "value companies" - entities that, according to the fund's advisor, are undervalued in comparison to their true worth. The fund operates with the flexibility to invest across companies of various market capitalizations, aiming to offer a diversified investment portfolio that seeks to capitalize on the growth potential of undervalued companies.
This investment service focuses on allocating the majority of the fund’s resources into equity and equity-related securities. The emphasis is on finding undervalued companies that show potential for growth and profitability, with the goal of achieving favorable returns on investments.
The fund employs a value investing approach, identifying companies that are undervalued compared to their perceived true market worth. This strategy aims to invest in these companies at a price that is believed to be less than their intrinsic value, providing a margin of safety and the potential for significant returns as their market price adjusts to reflect their real value.
With no restrictions on the size of the companies it can invest in, the fund has the capability to diversify investments across all market capitalizations. This flexibility allows the fund to seize investment opportunities in both large, established companies and smaller, emerging entities, broadening its investment horizon and potentially enhancing its risk-adjusted returns.