FMKT is an actively managed fund that aims to capitalize on US listed equities that are anticipated to benefit from regulatory shifts favoring free market dynamics. The fund targets sectors burdened by high regulation like healthcare, financial services, and energy, predicting regulatory relief. Investments also span technology and consumer goods sectors less affected by regulation. Examples of favorable shifts include deregulation, reduced taxes, licensing reforms, and tariffs elimination. The Fund seeks value by leveraging expected regulatory reforms, aiming to buffer against increased regulatory burdens. The selection process evaluates companies poised for deregulation benefits, focusing on their adaptability, strategies, and competitive positioning within industries. The portfolio generally consists of 25-50 positions, investing at least 80% in deregulation beneficiaries. Up to 5% may be invested in ETPs with exposure to Bitcoin and Ether, enhancing diversification and seizing digital asset growth opportunities.

Asset class

Equity

Issuer

Free Market

Domicile

US

Inception date

Mar 31, 2025

ISIN

US8863641408