Rockefeller Global Equity ETF (RGEF)
ARCA ARCA Primary Summary
RGEF Chart
Rockefeller Global Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jessica Riley Hale GC Wealth Management RIA, LLC | 406,769 | $12.02M | $14.2M | $2.18M | 18.12% |
Rockefeller Global Equity ETF (RGEF) FAQ
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Rockefeller Global Equity ETF Profile
| ARCA Exchange | US Country |
Overview
GRNY is a distinct investment fund that focuses on investing in US large-cap securities which align with the fund's thematic requisites. Its unique name, derived from the basketball maneuver 'granny shot,' symbolizes its approach to investing: leveraging older, unconventional methods to achieve success. This actively managed fund zeroes in on stocks that resonate with themes predicted to significantly influence the US economy and stock market. These themes, varying from short to long-term, are meticulously chosen based on rigorous research and analysis of market trends and economic indicators. The fund's methodology involves a systematic selection process, overseen by the sub-adviser, aimed at pinpointing stocks and sectors with the potential to thrive from the identified economic themes.
Products and Services
- Thematic Investment Strategies
- Active Management and Fundamental Analysis
- Quantitative Screening Process
- Equally Weighted Stock Selection
GRNY capitalizes on specifically identified themes that have substantial implications for the US economy and stock market. These themes are selected based on their importance to the economy, the likelihood of realization, their interconnected impact, and their feasibility. By focusing on 5 to 10 pivotal themes at any given time, GRNY aims to stay ahead of market trends and secure a competitive edge.
At its core, GRNY employs a top-down approach to fundamental analysis combined with sophisticated quantitative screening. This dual strategy enables the fund to dissect sectors and companies likely to benefit from the chosen themes. Active management allows for dynamic adjustment of the fund's portfolio, ensuring alignment with evolving economic landscapes and thematic trends.
The sub-adviser's quantitative screening process is pivotal in identifying sectors and companies poised for success. By employing a rigorous analytical framework, GRNY narrows down potential investments to those that not only align with the identified themes but also demonstrate the potential for top-tier performance. This selective process ensures a focused and potent investment strategy.
Upon identifying 20 to 50 stocks that stand out as top performers in two or more of the selected themes, GRNY adopts an equal weighting strategy for portfolio composition. This approach, recalibrated quarterly, fosters diversification and mitigates risks associated with market volatility. By equally weighting its investments, GRNY ensures no single investment disproportionately impacts the fund's overall performance.
