Opportunities (formerly Value Opportunities) is a dynamic Fund that holds 45-75 undervalued issuers representing our best ideas across the market cap spectrum. While the majority of the portfolio is expected to be invested in equities, the Fund also invests opportunistically in special situations such as bonds, preferred stock and merger arbitrage.
The HWO ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.