EA Series Trust - Sarmaya Thematic ETF

LENS seeks to provide long-term capital appreciation by primarily investing in US and non-US thematic equities. The adviser employs a macro-focused approach and proprietary analysis to identify emerging or prevailing market themes, which may shift based on market conditions, potentially leading to significant portfolio reallocations. Then fundamental analysis is applied to identify undervalued companies positioned to perform well within these themes, balancing exposure between large, low-beta stocks and smaller, high-beta stocks with potential for strong returns. The fund expects to comprise 25 to 35 holdings including other ETFs, ETCs, and ETNs. There is no limit to investments in foreign securities. At the discretion of the adviser, the fund may take short positions in asset classes, sectors, or regions through inverse ETFs.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

Sarmaya

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

28 ม.ค. 2568

ISIN

US02072Q7960