Pabrai Wagons ETF (WAGN)
NYSE NYSE Primary Summary
WAGN Chart
WAGN: A Zero S&P-500 Overlap ETF
Pabrai Wagons ETF (WAGN) is a concentrated, actively managed, bottom-up fund guided by Mohnish Pabrai's asymmetric value framework. WAGN emphasises out-of-favor, cyclical, and catalyst-driven ideas, driven by opportunity rather than mandate, with flexibility to buy high quality compounders whereever warranted, diverging sharply from the S&P 500. I rate WAGN a buy for investors aligned with its high-conviction, discretionary approach, but it is unsuitable for those seeking benchmark-tracking or systematic strategies.
Pabrai Wagons ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 7,162 | $101,021 | $107,573.24 | $6,552.24 | 6.49% |
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Pabrai Wagons ETF Profile
| NYSE Exchange | US Country |
Overview
Professionally Managed Portfolios - Pabrai Wagons Fund is an open-end equity mutual fund that was established on September 29, 2023. It is managed by Dhandho Funds LLC and is domiciled in the United States. The fund primarily invests in the public equity markets outside of the United States, focusing on growth and value stocks across various sectors. The investment strategy targets companies with diverse market capitalizations.
Products and Services
- Open-End Equity Mutual Fund
The Pabrai Wagons Fund offers an open-end equity mutual fund structure, allowing investors to buy and redeem shares at their net asset value. This flexibility suits a wide range of investors looking to gain exposure to global equity markets outside the US.
- Diverse Investment Strategy
The fund's investment approach encompasses both growth and value stocks, providing a balanced portfolio designed to capture appreciation in market value while also considering undervalued stocks across various sectors. This strategy aims to mitigate risks while maximizing potential returns.
- Global Ex-US Market Focus
The Pabrai Wagons Fund specifically targets public equity markets outside the United States, allowing investors to capitalize on international growth opportunities and economic trends across different geographies.
- Sector Diversification
Investments are made across a wide array of sectors, which helps to lower risk through diversification. By spreading investments across industries, the fund aims to enhance stability and reduce the impact of market volatility on the overall portfolio.
- Managed by Dhandho Funds LLC
The fund is expertly managed by Dhandho Funds LLC, which brings a wealth of experience and a strong track record in investment management. Their expertise underpins the fund’s strategy to achieve sustainable growth and value for investors.
