| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Samantha Pierangeli City State Bank | 20 | $533.32 | $718.8 | $185.48 | 34.78% |
| ARCA Exchange | US Country |
The fund described is an actively managed exchange-traded fund (ETF), distinguishing itself by not aiming to mimic the performance of a specific index. Instead, its strategy centers on investing primarily in equity securities of companies across both developed and emerging markets, including frontier markets. This broad market scope allows the fund to target investments with promising growth potential. Uniquely, the selection process incorporates environmental, social, and governance (ESG) criteria into its investment decisions, reflecting a commitment to sustainable and responsible investing practices. Managed by Calamos Advisors LLC, the fund seeks to leverage its expertise to identify and invest in companies that not only show above-average growth prospects but also adhere to commendable ESG standards.
As part of its core investment strategy, the fund significantly invests in equity securities of companies located in developed nations, including the United States. These markets are generally considered more stable and offer a plethora of companies that combine a well-established growth trajectory with adherence to high ESG standards.
In pursuit of diversification and potentially higher growth, the fund extends its investments to emerging and frontier markets. This approach allows the fund to explore opportunities in markets that may provide higher growth rates compared to developed countries. Investing in these regions, however, involves a careful selection process, guided by ESG criteria, to mitigate the higher risks associated with these markets.
The integration of environmental, social, and governance (ESG) criteria is a defining feature of the fund's investment selection process. By evaluating companies through the lens of ESG standards, the fund aims to identify and invest in businesses that are not only financially promising but also responsible stewards of society and the environment. This approach underscores the fund's commitment to sustainable investing, appealing to investors who prioritize ESG factors in their investment choices.