The investment seeks to maximize total return, which consists of appreciation on its investments and a variable income stream. The fund will invest at least 80% of its net assets in (i) securities of U.S. and non-U.S. companies, including those in emerging markets, listed on a national securities exchange, or foreign equivalent, that have a majority of their assets invested in or exposed to private companies or have as their stated intention to have a majority of their assets invested in or exposed to private companies and (ii) derivatives that otherwise have the economic characteristics of Listed Private Equity Companies.

KKR & Co. Inc.

Ares Management Corporation

Apollo Global Management, Inc.

Blackstone Inc.

Costco Wholesale Corporation

TPG Inc.

Carlisle Companies Incorporated

Houlihan Lokey, Inc.

StepStone Group Inc.

Blue Owl Capital Inc.

Financial Services

Technology

Industrials

Consumer Cyclical

Consumer Defensive

Communication Services

ALPS Global Opportunity Fund

The ALPS Global Opportunity Fund seeks to maximize total return.

Gross margin	–
Operating margin	–
Pretax margin	–
Net margin	–
Effective tax rate	–
ROA	–
ROE	–
D/E	–
Interest coverage ratio	–

P/E	–
P/S	–
P/B	–
P/CF	–
P/FCF	–
P/OCF	–
PEG	–
EV multiple	–

LPEFX Stock Price, Chart, Stats & News

LPEFX Stock Price, Chart, Stats & News

LPEFX chart

Fundamentals

LPEFX valuation

About

Similar securities