IDEF directs its investments towards global defense and industrial companies that are well-positioned to benefit from the increasing expenditures in defense and security worldwide. Its holdings predominantly consist of businesses engaged in aerospace, engineering, machinery production, and related industrial operations, located both within the United States and internationally. The fund's main goal is to achieve the highest possible total return. It accomplishes this by strategically investing in sectors closely associated with defense activities, selecting companies based on in-depth fundamental analysis, recognized third-party classification systems, and specific thematic indices. To either mitigate potential risks or enhance investment returns, IDEF utilizes various derivative instruments, such as options, futures, and swaps. This fund possesses the flexibility to invest in companies of any market capitalization across the globe, including those in developing economies. It may also gain exposure to adjacent sectors like security solutions and information technology services. The management team diligently oversees its portfolio, particularly within the industrials sector, with the aim of generating favorable risk-adjusted returns.
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