Horizon Kinetics Inflation Beneficiaries ETF (INFL) Investor Call - September 19, 2024
Horizon Kinetics Inflation Beneficiaries ETF (INFL) will host an Investor Update Call on September 19, 2024 at 11am ET. Launched in January 2021, INFL has achieved compounded returns of 12.65% per annum as of July 31, 2024, with positive returns every calendar year. The fund focuses on 'capital light, hard asset' companies capable of generating strong cash flows throughout market cycles.
Despite recent inflation moderation, U.S. price levels are over 21% higher than at the end of 2019, with annual inflation still rising nearly 3%. INFL targets quality real asset businesses trading at attractive valuations, positioned for this new investment regime. James Davolos, co-portfolio manager of INFL with 19 years of investment experience, will share market observations, portfolio positioning, and outlook during the call.
Horizon Kinetics Inflation Beneficiaries ETF (INFL) ospiterà una chiamata di aggiornamento per gli investitori il 19 settembre 2024 alle 11:00 ET. Lancato a gennaio 2021, INFL ha ottenuto rendimenti composti del 12,65% annuo al 31 luglio 2024, con rendimenti positivi ogni anno solare. Il fondo si concentra su aziende 'light capital, hard asset' capaci di generare forti flussi di cassa durante i cicli di mercato.
Nonostante la recente moderazione dell'inflazione, i livelli dei prezzi negli Stati Uniti sono superiori di oltre 21% rispetto alla fine del 2019, con un'inflazione annuale che continua a salire di quasi il 3%. INFL punta a business di beni reali di qualità che vengono scambiati a valutazioni attraenti, posizionati per questo nuovo regime di investimento. James Davolos, co-gestore del portafoglio di INFL con 19 anni di esperienza nel settore degli investimenti, condividerà osservazioni di mercato, posizionamento del portafoglio e prospettive durante la chiamata.
Horizon Kinetics Inflation Beneficiaries ETF (INFL) realizará una llamada de actualización para inversores el 19 de septiembre de 2024 a las 11 a.m. ET. Lanzado en enero de 2021, INFL ha logrado rendimientos compuestos del 12,65% anual hasta el 31 de julio de 2024, con rendimientos positivos cada año calendario. El fondo se centra en compañías 'light capital, hard asset' capaces de generar fuertes flujos de efectivo a lo largo de los ciclos de mercado.
A pesar de la reciente moderación de la inflación, los niveles de precios en EE.UU. son más de 21% más altos que a finales de 2019, con la inflación anual aún aumentando casi un 3%. INFL se enfoca en negocios de activos reales de calidad que se comercializan a valoraciones atractivas, posicionados para este nuevo régimen de inversión. James Davolos, co-gestor de cartera de INFL con 19 años de experiencia en inversiones, compartirá observaciones del mercado, posicionamiento de la cartera y perspectivas durante la llamada.
Horizon Kinetics Inflation Beneficiaries ETF (INFL)는 2024년 9월 19일 오전 11시 ET에 투자자 업데이트 통화를 개최합니다. 2021년 1월에 시작된 INFL은 2024년 7월 31일 기준으로 연평균 12.65%의 복리 수익률을 달성했으며, 매년 긍정적인 수익률을 기록하고 있습니다. 이 펀드는 시장 주기 전체에서 강력한 현금 흐름을 생성할 수 있는 '자본 경량, 실물 자산' 기업에 중점을 둡니다.
최근 인플레이션이 완화된 것에도 불구하고, 미국의 물가 수준은 2019년 말보다 21% 이상 높습니다, 연간 인플레이션은 여전히 거의 3% 상승하고 있습니다. INFL은 이 새로운 투자 체제를 위해 신중하게 평가되는 양질의 실물 자산 사업에 주목하고 있습니다. James Davolos, INFL의 공동 포트폴리오 관리자는 19년의 투자 경험을 바탕으로 시장 관찰, 포트폴리오 포지셔닝 및 전망을 공유할 것입니다.
Horizon Kinetics Inflation Beneficiaries ETF (INFL) organisera un appel de mise à jour pour les investisseurs le 19 septembre 2024 à 11h ET. Lancé en janvier 2021, INFL a enregistré des rendements composés de 12,65% par an au 31 juillet 2024, avec des rendements positifs chaque année civile. Le fonds se concentre sur des sociétés 'light capital, hard asset' capables de générer de forts flux de trésorerie à travers les cycles de marché.
Malgré la récente modération de l'inflation, les niveaux de prix aux États-Unis sont supérieurs de plus de 21% à ceux de fin 2019, avec une inflation annuelle qui continue d'augmenter de près de 3%. INFL cible des entreprises de biens réels de qualité se négociant à des évaluations attrayantes, positionnées pour ce nouveau régime d'investissement. James Davolos, co-gestionnaire de portefeuille d'INFL avec 19 ans d'expérience dans les investissements, partagera des observations de marché, le positionnement du portefeuille et des perspectives lors de l'appel.
Horizon Kinetics Inflation Beneficiaries ETF (INFL) wird am 19. September 2024 um 11 Uhr ET eine Investoren-Update-Konferenz abhalten. Gegründet im Januar 2021, hat INFL bis zum 31. Juli 2024 eine jährliche Rendite von 12,65% erzielt, mit positiven Renditen in jedem Kalenderjahr. Der Fonds konzentriert sich auf 'kapitalleichte, harte Vermögenswerte' Unternehmen, die in der Lage sind, starke Cashflows über Marktzyklen hinweg zu generieren.
Trotz der jüngsten Mäßigung der Inflation sind die Preisspiegel in den USA um über 21% höher als Ende 2019, wobei die jährliche Inflation immer noch um fast 3% steigt. INFL zielt auf qualitativ hochwertige Real-Asset-Unternehmen ab, die zu attraktiven Bewertungen gehandelt werden und sich für dieses neue Investitionsregime positioniert haben. James Davolos, Co-Portfolio-Manager von INFL mit 19 Jahren Investmenterfahrung, wird während des Calls Marktbeobachtungen, Portfolio-Positionierungen und Ausblicke teilen.
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NEW YORK CITY, NY / ACCESSWIRE / September 12, 2024 / The Horizon Kinetics Inflation Beneficiaries ETF (NYSE:INFL) will host an Investor Update Call on September 19th, 2024 at 11am Eastern Time. INFL was launched in January 2021 and has navigated various inflation, interest rate and economic regimes with compounded returns of
The "capital light, hard asset" companies emphasized by the Fund are uniquely able to generate strong cash flows throughout market cycles. Despite the recent moderation in inflation, U.S. price levels are over
As of July 31, 2024 | YTD | 1 Year | 3 Year | Since | YTD 2021 | 2022 | 2023 |
INFL (Market) | 16.11 | 14.49 | 7.93 | 12.65 | 26.96 | 2.64 | 1.62 |
INFL (NAV) | 16.10 | 14.61 | 7.99 | 12.70 | 26.98 | 2.57 | 1.86 |
Inception date: Jan 11, 2021
The performance data quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance quoted. For performance current to most recent month end please call 646-495-7333.
James Davolos, co-portfolio manager of INFL, will share market observations, portfolio positioning and outlook. Mr. Davolos is a portfolio manager and research analyst at Horizon Kinetics and serves as Lead Portfolio Manager for the Inflation Beneficiaries ETF (INFL), while co-managing several private funds and institutional separate accounts. Mr. Davolos has 19 years of investment experience.
In order to attend the webinar, please click on the link below to register. The event can be accessed both online and by phone. By registering in advance of the session, you will receive a confirmation email with login access information and a calendar invite. Individuals attending the webinar online will have the opportunity to ask questions following the presentation. The webinar will be available for replay following the meeting.
Date: September 19, 2024 at 11am EST
Online webinar: REGISTER HERE
Phone Access: (415) 655-0060 Audio Access Code: 912-897-873
For further information on the Horizon Kinetics Inflation Beneficiaries ETF please visit the Fund's website at https://horizonkinetics.com/products/etf/infl/ or contact INFL@horizonkinetics.com.
About Horizon Kinetics LLC
Horizon Kinetics LLC is the parent holding company of one SEC-registered investment advisory subsidiary: Horizon Kinetics Asset Management LLC, and two limited purpose broker dealers: Kinetics Funds Distributor, LLC and KBD Securities, LLC, which are SEC-registered and members of FINRA. Horizon Kinetics LLC is a wholly owned subsidiary of an OTC Pink listed parent company, Horizon Kinetics Holding Corporation (Ticker: HKHC).
Horizon Kinetics is an owner-operated investment boutique that adheres to a research-driven, long-term, contrarian, fundamental value investment philosophy that the founders established more than 30 years ago at Bankers Trust Company. Horizon Kinetics has over 70 employees and has primary offices in New York City and White Plains, New York. For more information about Horizon Kinetics, visit www.horizonkinetics.com
Please consider carefully a fund's investment objectives, risks, charges and expenses. For this and other important information, obtain a statutory prospectus and summary prospectus by contacting 646-495-7333. Read it carefully before investing.
To access the Top 10 Holdings for INFL, please click here: INFL Top 10 Holdings
To access the Prospectus for INFL, please click here: INFL Prospectus
To access INFL Performance, please click here: INFL Performance
To access INFL Gross Expense Ratio, please click here: INFL Expense Ratio
Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund's investments in securities linked to real assets involve significant risks, including financial, operating, and competitive risks. Investments in securities linked to real assets expose the Fund to potentially adverse macroeconomic conditions, such as a rise in interest rates or a downturn in the economy in which the asset is located. The Fund may invest in the securities of smaller and mid‐capitalization companies, which may be more volatile than funds that invest in larger, more established companies. The fund is actively managed and may be affected by the investment adviser's security selections. The Fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater for investments in emerging markets.
The Horizon Kinetics Inflation Beneficiaries ETF (INFL) is distributed by Foreside Fund Services, LLC ("Foreside").
SOURCE: Horizon Kinetics Inflation Beneficiaries ETF
View the original press release on accesswire.com
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