DVDN aims to provide an attractive yield from the mortgage REIT and BDC space. The potential investment universe considers roughly 75 companies across five sub-sectors: Agency REITs, Commercial REITs, Hybrid REITs, BDCs, and venture debt lenders. The adviser uses bottom-up 12-month financial forecasts for earnings, dividend, and book value metrics combined with overall macroeconomic conditions to monitor the space. The ETF portfolio will typically consist of 12-18 companies, equally weighted, from three or more of the sub-sectors. The adviser aims to take advantage of company-specific investment opportunities to pursue attractive dividend yield and lower volatility. The portfolio is actively managed, using stress-testing and marketing-to-market investments for assessments.
公司网站 :
https://www.kingsbarncapital.com/kingsbarn-dvdn-dividend-opportunity-etf/
总经理:-
建立时间:2023
公司总部:ETF Opportunities Trust Kingsbarn Dividend Opportunity ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds