ICAP Profile
The InfraCap Equity Income Fund ETF is designed to provide investors with income through dividends and potential capital appreciation by focusing on equity securities. Under typical market conditions, the fund allocates at least 80% of its net assets, including any leverage used for investment purposes, to companies that distribute dividends. This strategy aims to deliver a steady income stream while also pursuing capital growth.
Primarily investing in U.S.-based companies, the fund also has the flexibility to invest in international equities, including those from emerging markets. This broad geographic scope allows the fund to tap into global income opportunities and diversify its portfolio. The inclusion of foreign securities enables the fund to capitalize on high-yield investment opportunities beyond the U.S. market.
The investment approach of the fund is driven by the adviser’s assessment of sector and industry valuations. The adviser strategically selects sectors and industries that are deemed undervalued relative to their historical performance or broader market trends. This tactical approach aims to enhance yield and total return by focusing on areas with potential for price appreciation and strong dividend payouts.
By emphasizing dividend-paying equities and selectively investing in undervalued sectors, the InfraCap Equity Income Fund ETF seeks to achieve a balanced combination of income generation and capital growth. This strategy offers investors a way to benefit from both steady dividend income and potential increases in share value, aligning with broader investment objectives of yield enhancement and portfolio diversification.
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