It held USD 15.4 billion in assets as of December 2024, including almost USD 5.8 billion in the mutual fund. While the strategy has continued to be executed well as assets have grown, the closure ...
O’Neil invests over $1 million in the mutual fund, but Munoz’s investments could be higher. He invests just over $50,000 in the ETF. The firm has adapted well to investor preferences that have ...
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