F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE)

Overview

F/m Investments, LLC, doing business as North Slope Capital, LLC, is an investment advisory firm that specializes in the domain of fixed income securities. The Adviser places a strong emphasis on investment in high-quality corporate bonds, guiding its strategies under normal market conditions towards the achievement of its fund's investment objective. The core of its investment philosophy is to allocate at least 80% of the fund's net assets, along with any borrowings intended for investment purposes, towards investment-grade corporate bonds. These selected bonds carry a specific maturity period, falling between the minimum of 2.5 years and a maximum of less than 3.5 years, striking a balance between income generation and capital preservation for its investors.

Products and Services

• Investment Grade Corporate Bonds

  F/m Investments, LLC engages primarily in the investment of assets into high-quality, investment-grade corporate bonds. This product aims to offer investors a relatively safe vehicle for capital appreciation and income generation. The specificity of these bonds having 2.5 to less than 3.5 years remaining to maturity allows the firm to target investments that provide a balance between risk and return, minimizing exposure to long-term interest rate fluctuations and credit risk.

• Strategic Advisory

  Alongside its principal investment activities, North Slope Capital, LLC offers strategic advisory services to its clients. These services are tailored to help investors navigate the complexities of the fixed-income market, offering insights and strategies to enhance portfolio performance under various market conditions. This bespoke service is grounded in the firm's robust research and market analysis, providing clients with informed investment decisions that align with their financial goals and risk tolerance.