5 min readBy Ron Koren ETF Insider
How does the EMGC ETF work?
The EMGC ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The EMERGE Growth Opportunities ETF (EMGC) is managed by Emerge Capital Management Inc. (Emerge or the Advisor). Under normal market conditions, the fund invests at least 80% of its net assets in equity securities that meet Emerge's environmental, social, and governance (ESG) criteria. EMGC primarily focuses on equity securities, including common stock, preferred stock, convertible securities, American Depositary Receipts (ADRs), and other instruments linked to the value of common stock, with investments spanning all capitalization sizes.
The Emerge Capital Management Global ESG Equity ETF (EMGC) primarily focuses on investing in equity securities that meet environmental, social, and governance (ESG) criteria. While the primary goal of this ETF is not dividend distribution, it may include companies with the potential for high dividends as part of its investment strategy. EMGC's investment approach involves selecting companies with strong long-term fundamentals, steady revenue growth, and consistent cash flow profitability, and it may hold securities of issuers meeting ESG standards based on its proprietary framework. Investors should note that EMGC is an actively managed ETF and does not seek to replicate the performance of a specific index.
The EMGC ETF, managed by Emerge Capital Management Inc., focuses on tracking companies that meet their environmental, social, and governance (ESG) criteria. This actively managed exchange-traded fund invests at least 80% of its net assets in equity securities that align with their ESG standards. It primarily targets equity securities of companies with potential for earnings or revenue growth, applying a bottom-up investment approach. Emerge also employs a negative screening process to exclude companies deriving 20% or more of their revenues from activities such as biological and chemical weapons, thermal coal extraction, gambling, adult entertainment, tobacco production, and recreational cannabis. The fund's strategy combines ESG considerations with fundamental analysis to build a portfolio that reflects their sustainability and growth objectives.
The correlation aspect of the Emerge Capital Management Global ESG Equity ETF (EMGC) primarily revolves around its focus on environmental, social, and governance (ESG) criteria in its investment approach. EMGC is known for seeking companies that align with ESG principles, aiming to provide investors with exposure to socially responsible and sustainable businesses. Its correlation with ESG factors and performance in comparison to traditional equity ETFs is a key aspect of this fund's investment strategy.
The EMGC ETF, managed by Emerge Capital Management Inc., primarily focuses on investing in equity securities that meet specific environmental, social, and governance (ESG) criteria. This actively managed exchange-traded fund (ETF) seeks out companies with potential for earnings or revenue growth and employs a bottom-up investment approach. Additionally, Emerge Capital incorporates ESG factors into its securities selection process, excluding companies deriving a significant portion of their revenues from industries like thermal coal extraction, gambling, and tobacco production, aligning the fund with socially responsible investing principles.
The exposure characteristic of the EMGC ETF emphasizes its focus on companies that meet specific environmental, social, and governance (ESG) criteria established by Emerge Capital Management Inc. (Emerge). This ETF predominantly invests in equity securities, including common stocks, preferred stocks, securities convertible into common stock, and American Depositary Receipts (ADRs) of companies that align with ESG standards. Emerge utilizes a bottom-up investment approach to identify companies with potential for earnings or revenue growth, focusing on those with a history of steady revenue growth, consistent cash flow profitability, and earnings quality. Additionally, the Fund applies negative screening criteria to exclude companies that derive a significant portion of their revenues from industries such as biological and chemical weapons, thermal coal extraction, gambling, adult entertainment, tobacco production, and recreational cannabis. For investors seeking exposure to ESG-compliant companies, EMGC offers a unique opportunity to invest in a portfolio that aligns with these principles.
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