FPAG Profile
The FPA Global Equity ETF is designed to invest predominantly in equity securities, with the adviser committing to allocate at least 80% of the funds assets to such investments. Under normal market conditions, the fund aims to invest approximately 95% of its assets in publicly traded common stocks. This strategy ensures a high degree of equity exposure, targeting both U.S. and international markets to capture a broad range of investment opportunities.
The ETF focuses on mid- and large-cap companies, providing exposure to well-established firms with significant market capitalizations. It includes equities from both developed and emerging markets, allowing the fund to tap into diverse global growth opportunities. The investment approach emphasizes identifying high-quality companies across various sectors and regions, aiming to deliver comprehensive global equity exposure.
As a non-diversified fund, the ETF does not concentrate its investments in a specific number of sectors or companies, but rather maintains a broad allocation across a range of equity securities. This approach helps manage risk while seeking to benefit from growth opportunities in different markets. The inclusion of emerging market equities adds an additional layer of potential returns, though it also introduces greater volatility compared to developed markets.
Managed by FPA, the ETF leverages the firm's extensive experience in global equity investing. FPAs rigorous research and analysis underpin the funds investment decisions, ensuring that the portfolio is constructed with a focus on long-term growth potential and sound financial fundamentals. The firms commitment to a global equity strategy highlights its dedication to providing investors with a diversified and dynamic investment vehicle for accessing both U.S. and international equity markets.
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