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ABEQ ETF ANALYSIS

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ABEQ ETF FUNDAMENTALS
ABEQ ETF PERFORMANCE

ABEQ ISSUER

St. James Investment Company, LLC, the issuer of the Absolute Core Strategy ETF (ABEQ), employs an active investment approach focused on identifying equity securities of U.S. companies that are deemed to be trading at a substantial discount to their estimated fair value. This ETF's investment strategy revolves around fundamental analysis and seeks to generate positive absolute returns across market conditions and cycles. St. James Investment Company's bottom-up company analysis forms the basis of their investment decisions, and they may also invest in foreign companies and utilize cash and cash equivalents to manage risk and optimize returns.

ABEQ DIVIDEND

The Absolute Core Strategy ETF (ABEQ) focuses on achieving its investment objective by actively managing a diversified portfolio of U.S. equity securities. Although dividends are not the primary emphasis of this ETF, it may reflect the dividend distribution of the companies it holds. The ETF's management seeks to invest in companies that are considered fundamentally attractive and undervalued, with the aim of yielding positive absolute returns over complete market cycles. As a result, dividend distribution in ABEQ may be influenced by the individual dividend policies of the underlying companies and their overall performances.

ABEQ TRACKING

At the heart of the Absolute Core Strategy ETF's (ABEQ) objective lies the pursuit of a value-based investment strategy. ABEQ's portfolio is constructed with a focus on equity securities of U.S. companies perceived to be significantly undervalued by St. James Investment Company, LLC, the Fund’s investment sub-adviser. The ETF's approach involves assessing company fundamentals for attractiveness and positive absolute returns across various market conditions, rather than benchmark outperformance, establishing it as an option for investors seeking an actively managed strategy based on individual company analysis.

ABEQ CORRELATION

The correlation analysis for the Absolute Core Strategy ETF (ABEQ) is crucial for understanding its performance in relation to the broader market. As ABEQ aims to achieve positive returns across various market conditions, its correlation with different asset classes and sectors becomes a pivotal factor in assessing its potential risk and return characteristics. Investors seeking to comprehend how ABEQ interacts with market trends and economic factors can benefit from our tool ETF Insider. With its web app, ETF Insider provides in-depth correlation data and visualizations that offer valuable insights into how ABEQ's performance aligns with various market dynamics and overlaps.ABEQ Sector

ABEQ SECTOR

The Absolute Core Strategy ETF (ABEQ) seeks to achieve its objective by investing primarily in equity securities of U.S. companies that are priced at a substantial discount to the sub-adviser's estimate of fair value. The ETF may invest in companies of any market capitalization and economic sector, including foreign companies that trade on U.S. exchanges. The focus on company-by-company analysis rather than market sector analysis could lead to overweighting in certain sectors as determined by the sub-adviser's assessment of individual opportunities. Please note that the provided text is focused on the sector-related information for the ETF, as per your request.ABEQ Exposure

ABEQ EXPOSURE

The exposure profile of the Absolute Core Strategy ETF (ABEQ) is designed to offer investors a unique approach to navigating the equity market. ABEQ seeks to provide exposure to companies that are undervalued according to the sub-adviser's assessment of fair value, employing an active investment strategy. With an emphasis on identifying fundamentally attractive companies across different market sectors, ABEQ's exposure strategy provides investors with the potential to achieve positive absolute returns across market cycles. For comprehensive insights into exposure characteristics like these, consider utilizing the ETF Insider web app, which offers a user-friendly visualization tool to uncover exposure nuances, correlations, and overlaps in a variety of U.S. ETFs.

ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.

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This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.

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FREQUENTLY ASKED QUESTIONS

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