Corgi Coffee & Energy Drinks ETF seeks capital appreciation by investing at least 80% of its net assets in managed exposure to U.S.-listed companies across the global coffee and energy drink value chain, from growers, roasters, and cafe operators to ready-to-drink (RTD) and performance beverage manufacturers, ingredient suppliers, packaging providers, and distribution platforms. The fund utilizes an actively managed strategy combining bottom-up fundamental business research with thematic and quantitative risk filters to construct its equity portfolio from firms satisfying strict baseline revenue, profit, or asset requirements.
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