| ARCA Exchange | US Country |
The fund operates as an actively managed investment vehicle, focusing on U.S. equity securities of companies that not only show strong potential for returns based on fundamental and technical factors but also possess positive environmental, social, and governance (ESG) characteristics. Utilizing a proprietary multi-factor model, the fund's adviser selects investments that align with these criteria. Unlike diversified funds, this fund is non-diversified, concentrating its investments more narrowly.
The core offering involves actively managing investments in U.S. equity securities. Investments are chosen based on a combination of fundamental and technical analyses, ensuring selected companies have high potential for returns.
In addition to financial analysis, the fund places a significant emphasis on environmental, social, and governance (ESG) criteria, choosing companies that demonstrate favorable ESG characteristics. This dual focus aims to satisfy both profit-oriented investors and those concerned with ethical considerations.
The selection of investments relies on a proprietary multi-factor model. This model assesses potential investments through a blend of fundamental factors, technical analysis, and ESG scores to identify securities that align with the fund’s investment objectives.