#USA #ETF #Islamorada #Bastion Fiduciary #Bastion Energy

Bastion Fiduciary Launches New Energy ETF

Today marks a significant milestone for Bastion Fiduciary as they unveil their first actively managed Exchange Traded Fund (ETF), known as the Bastion Energy ETF (CBOE: BESF). This new financial product is designed specifically for investors looking for long-term capital appreciation within the energy sector.

Overview of the Bastion Energy ETF

The Bastion Energy ETF aims to achieve long-term capital appreciation through a concentrated, value-based investment strategy. Focused on the American energy sector, the ETF seeks to compound intrinsic value per share while maintaining a margin of safety. The fund intends to invest primarily in a concentrated portfolio comprising twenty to thirty publicly listed U.S. equity securities.

The ETF is structured to be long-only, operating without leverage, and predominantly focuses on oil and gas companies known for their capacity to generate substantial free cash flows across market cycles. Additionally, the fund remains open to including opportunities from mining and metals, renewable energy, battery storage, and industrial companies on a selective basis, thereby broadening its investment horizon while maintaining a concentration on the energy sector.

Cale Smith, the Portfolio Manager of the Bastion Energy ETF, states, "Our goal is to channel investors' long-term capital into the best-managed companies that exhibit attractive economics, minimal capital expenditures, and low-risk-adjusted valuations in the energy landscape." Smith emphasizes a fundamental value approach in selecting stocks, highlighting an expansive set of opportunities that extend beyond traditional oil and gas markets, including pipelines, renewables, and power generation sectors.

Key Features of the Bastion Energy ETF

• - CBOE Ticker Symbol: BESF
• - Investment Objective: Focused on long-term capital appreciation.
• - Value Proposition: Aimed at offering actively managed exposure to well-managed companies that are fundamentally undervalued within the energy landscape.

Investors can stay updated on fund activities and industry insights by subscribing to Cale's newsletter at https://lastbastion.com/moleculesoffreedom.

About Bastion Fiduciary

Founded by veteran military officers, Bastion Fiduciary is a fee-only, SEC-registered investment advisor. The firm is grounded in the principles of culture, community, and character, aimed at fostering long-term investment success through disciplined processes and transparent relationships with clients. Bastion Fiduciary prides itself on clear communication and education to empower clients in their investment decisions, echoing their commitment to securing futures effectively.

Important Considerations

Investors are encouraged to take note of the fund's investment objectives, risks, charges, and expenses carefully before making investment decisions. The Bastion Energy ETF carries a set of inherent risks associated with energy sector investments, such as fluctuations in energy prices, geopolitical events, and the performance trends of individual issuers within the fund's non-diversified portfolio.

In light of its recent establishment, prospective investors should be aware that the ETF is new and lacks a substantial operating history, which may impact its financial viability and performance predictability. For specific details regarding the fund, potential investors can access its prospectus or contact Bastion Fiduciary directly.

Conclusion

With the launch of the Bastion Energy ETF, investors looking to capitalize on the American energy sector now have a viable option to consider. Bastion Fiduciary remains committed to providing investment opportunities that are not only financially promising but also rooted in sound management and thorough market analysis.