Reaves Utilities and Energy Infrastructure Fund Institutional Class (RSRFX)

Overview

The provided company description outlines an investment fund that primarily focuses on securities related to public infrastructure. It specifies that the fund invests a significant portion of its assets, at least 80%, in both domestic and foreign companies engaged in the Utilities and Energy sectors. These companies are identified based on the allocation of their assets, gross income, or profits, with a significant emphasis on those having at least 50% of these financial metrics linked to the Utilities or Energy industry. This approach highlights the fund's targeted investment strategy towards infrastructure companies poised for growth or providing essential services in these sectors.

Products and Services

The fund offers investment opportunities in two main areas:

• Securities of Domestic and Foreign Public Infrastructure Companies

  This product focuses on investing in equity and debt securities of companies involved in the development, operation, and maintenance of infrastructure. These companies can be from various regions around the world, expanding the geographical diversity of the investment. The target is on those entities that play a significant role in the Utilities and Energy sectors, aiming to leverage the steady demand and growth potential within these industries.

• Utilities and Energy Sector Investments

  Specifically targeting companies with a substantial involvement in the Utilities and Energy industries, this investment stream focuses on entities committed to or deriving significant portions of their assets, gross income, or profits from these sectors. The criterion for this investment is companies having at least 50% of their operational focus within Utilities or Energy. This reflects an interest in sectors known for their long-term stability and potential for consistent returns, due to the essential nature of the services they provide.