OTG Latin America ETF (OTGL) Research

OTGL is an actively managed exchange-traded fund primarily focused on equity investments within Latin American markets, targeting companies across the full range of market capitalizations. These nations are generally considered developing or emerging economies. While its core strategy is regional, the fund retains the flexibility to allocate up to 20% of its assets to stocks outside Latin America. Its portfolio may comprise a diverse mix of securities, including common shares, preferred shares, convertible instruments, depository receipts, and units of other exchange-traded or investment funds. For purposes such as short-term trading or hedging, OTGL may employ leveraged and inverse ETFs, which typically reset daily. Investors should be aware of the potential for high portfolio turnover, which could lead to increased expenses and impact returns. The fund also has the discretion to concentrate its investments in particular countries, a focus that can evolve over time. OTGL commenced operations as an ETF following its conversion from a mutual fund, launching with $18.65 million in net assets.

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