DIVZ Profile
The TrueShares Low Volatility Equity Income ETF is an actively-managed exchange-traded fund that focuses on providing investors with a stable income stream through dividends, while also seeking capital appreciation. The fund’s investment strategy involves selecting between 25 and 35 equity securities, including common stocks and American Depositary Receipts (ADRs), of companies that not only offer attractive current dividend yields but also have a strong potential for dividend growth over time. These companies are chosen based on rigorous criteria that assess their valuation and the sustainability of their dividend payments.
Under normal market conditions, the ETF allocates at least 80% of its net assets, including any borrowings used for investment purposes, to equity securities. The fund’s selection process emphasizes stability and low volatility, aiming to minimize investment risk while maximizing income generation. The focus is on companies that exhibit lower price fluctuations and have demonstrated resilience in various market conditions, thereby providing a consistent income stream to investors.
The fund's management employs a disciplined approach to identify undervalued stocks with promising dividend growth potential. This involves thorough fundamental analysis and valuation assessments to ensure that the chosen stocks align with the fund’s income and growth objectives. By concentrating on high-quality companies with robust financial health and a track record of dividend payments, the fund aims to deliver a favorable risk-return profile.
In addition to its core investment strategy, the fund may utilize borrowing to enhance its investment capacity, allowing for increased exposure to selected equity securities. This strategy is designed to amplify potential returns while maintaining a focus on low volatility and income stability. As a result, the TrueShares Low Volatility Equity Income ETF is structured to provide investors with a reliable income source and potential for capital growth, making it a strategic choice for those seeking both stability and income in their equity investments.
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