| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 8,802 | $283,533.72 | $289,233.72 | $5,700 | 2.01% |
| Capital Markets Industry | Financials Sector | - CEO | BATS Exchange | 402031850 CUSIP |
| US Country | - Employees | - Last Dividend | - Last Split | - IPO Date |
The fund dedicates itself to investing predominantly in publicly-traded equity securities associated with sustainable energy companies, maintaining a minimum investment threshold of 80% of its net assets in such equities. This encompasses firms both within the U.S. and internationally. Central to its investment strategy is the focus on entities recognized as “Sustainable Energy” companies. This category comprises firms that are actively involved in the generation, production, or provision of alternative or renewable energy sources. Moreover, it includes companies engaged in the production, generation, transportation, or delivery of energy or energy applications that enhance the efficiency or accessibility of alternative or renewable energy, or contribute to the reduction of the environmental impact by diminishing the dependence on depleting energy resources.
The fund allocates a significant portion of its assets towards equity investments in firms that either generate, produce, or provide alternative or renewable energy. This commitment ensures investors are contributing to the promotion of cleaner, more sustainable energy solutions through their investments.
Apart from focusing on U.S.-based companies, the fund also extends its investments to sustainable energy firms across the globe. This approach diversifies the investment portfolio and taps into the growth potential of sustainable energy markets worldwide.
Recognizing the importance of making alternative and renewable energy more efficient and accessible, the fund invests in companies that undertake initiatives towards these objectives. This includes firms involved in the innovative transportation or delivery of energy, or those that develop technologies and applications to enhance energy efficiency or accessibility.
Investments are directed towards companies that actively participate in reducing the environmental impact of energy use. This includes ventures that focus on diminishing the use of environmentally depletive energy resources, thereby contributing to a more sustainable and environmentally friendly energy landscape.