AOTG Profile
AOT Growth and Innovation ETF is an actively managed exchange-traded fund (ETF) focused on investing in U.S. listed equity securities that exhibit high growth potential. The fund targets companies with a low marginal cost business model, which often allows for scalable growth and significant profitability. By concentrating on such companies, the fund aims to capitalize on innovative and high-growth opportunities within the U.S. equity market.
The investment universe for the ETF consists of publicly traded equity securities listed on U.S. exchanges, provided they have a minimum market capitalization of $800 million. This threshold ensures that the fund invests in established companies with substantial market presence and potential for further growth. The Sub-Adviser employs a selective approach, excluding Real Estate Investment Trusts (REITs), Business Development Companies (BDCs), American Depository Receipts (ADRs), and Global Depository Receipts (GDRs) to maintain focus on core growth-oriented equities.
The funds strategy emphasizes identifying companies that benefit from low marginal costs, which typically supports robust and scalable growth. By avoiding certain financial structures and securities types, the ETF hones in on companies that are positioned to leverage their cost advantages to achieve competitive market performance and innovation. This approach seeks to maximize exposure to companies poised for significant expansion and technological advancement.
AOT Growth and Innovation ETF is designed for investors seeking exposure to high-growth sectors within the U.S. market, driven by businesses that exhibit efficient cost structures and innovation potential. The funds active management and rigorous selection criteria aim to provide a focused investment in companies with strong growth prospects, aligning with investors who are looking to capitalize on emerging opportunities and technological advancements in a dynamic economic landscape.
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