Sector:
Miscellaneous
Industry:
Investment Trusts/Mutual Funds
CABZ seeks capital appreciation by investing in companies within the global transportation sector. The actively managed fund focuses on robotaxis, autonomous vehicles (AVs), and related technologies. Companies meeting the thematic requirement are identified through public disclosures indicating significant revenues from the development, production, operation, or support of AVs. The fund targets firms demonstrating strong thematic relevance based on public disclosures and other publicly available sources. Portfolio holdings are rebalanced at least quarterly and may include both US and non-US companies of any market capitalization. In addition, CABZ may invest in depositary receipts and ADRs, including those structured as variable interest entities, to gain exposure to China A-Shares.