Rockefeller Global Equity ETF(AMEX:RGEF)

RGEF focuses on a diverse range of global equity securities, mainly targeting larger, established companies while remaining open to investing in firms of varying sizes. The fund seeks to maintain a balanced mix of US and non-US firms, utilizing MSCIs classification framework. While the emphasis is on developed markets, RGEF retains the flexibility to allocate up to 30% of its assets to emerging and frontier markets. The funds selection process involves an evaluation of each companys financial stability, employing a bottom-up approach that identifies firms with strong returns on capital, competitive advantages, and attractive valuations. The Sub-Adviser adopts an investment style that looks for undervalued equities across diverse sectors without confining itself to specific industries. This strategy is designed to pursue long-term capital growth, with portfolio adjustments made as needed to secure gains, mitigate losses, or take advantage of more promising investment opportunities.