EMG Advisors is an asset manager with more than 70 years combined experience investing in earth’s natural resources. We combine proprietary methodologies with extensive domain experience to offer investors actively managed direct and efficient exposures to growth and diversification.
EMG Advisors’ flagship product, The Energy & Minerals Group EV, Solar & Battery Materials (Lithium, Nickel, Copper, Cobalt) Futures Strategy ETF (CHRG), provides direct active exposure to the core commodities necessary to fuel the rapidly growing electric vehicle and energy storage system markets.
Mr. McDonough is a Founder, CEO, and Lead Portfolio Manager at EMG Advisors. Will drives EMG Advisors’ unique strategy of providing investors direct exposure to the critical commodities core to the adoption of electric vehicles, energy storage systems, battery technology, and renewable energy infrastructure. A lifelong investor and entrepreneur, prior to founding EMG Advisors, Will held senior management positions at Avenue Capital, where he Co-Founded a $250 million distressed debt fund of funds, and Goldman Sachs, where he managed more than $17 billion in private capital. Following his tenure at both of these institutions, Will led the Public Offering for Atlas Mara, buying banks across Africa, and listing on the LSE for $825mm.
Mr. Raymond is a Founder and Portfolio Manager of EMG Advisors. He is also majority owner and a Founder of The Energy & Minerals Group (EMG), a leading diversified natural resources-focused private equity firm with a current AUM of $13.8 billion. In his capacity at EMG, Mr. Raymond helps drive the firm's strategic positioning, and as chairman of the firm's investment committee, is involved in overseeing all investment decisions. Furthermore, Mr. Raymond serves on the boards of 25 public and private companies, as well as several charitable organizations.
Mr. Calvert, is a Founder and Portfolio Manager at EMG Advisors. John is also a Founder and the President of The Energy & Minerals Group (EMG), where he is responsible for directing EMG’s strategic and investment decisions, as well as managing EMG’s investment portfolio on a day-to-day basis. Mr. Calvert has more than 28 years of experience in the natural resources sector, and, prior to his tenure atop EMG, spent 13 years as an investment banker focused on the mining and natural resources industries. In particular, Mr. Calvert served as a Managing Director at Deutsche Bank Securities in the Large-Cap investment banking coverage group based in New York, where he provided strategic counsel and transaction execution advice to Deutsche Bank’s global mining and metals clients. Prior to Deutsche Bank, Mr. Calvert was a Managing Director and Global Head of Mining Investment Banking at Credit Suisse First Boston, where he had global coverage responsibility for the mining sector. Mr. Calvert, in addition to his role as President of EMG, currently serves as a director on the boards of nine portfolio companies of EMG.
Fund holdings are subject to change and risk. For current holdings please click here.
Investing in ETF's involves risk, including possible loss of principal. International investing may be subject to special risks, including currency exchange rate volatility, political, social or economic instability, less publicly available information, less stringent investor protections, and differences in taxation, auditing and other financial practices. Investment in emerging market securities involves greater risk than that associated with investment in foreign securities of developed foreign countries. The Fund invests in securities of companies of all sizes, including those that have relatively small market capitalizations. Investments in securities of these companies involve greater risks than do investments in larger, more established companies. Derivatives include instruments and contracts that are based on, and are valued in relation to, one or more underlying securities, financial benchmarks or indices, such as futures, options, swap agreements and forward contracts. The Adviser may engage in speculative transactions which involve substantial risk and leverage, such as making short sales. The use of leverage by the Adviser may increase the volatility of the Fund. Because the Fund invests in financial instruments that are linked to different types of commodities from the metals sector, the Fund is subject to the risks inherent in the metals sector. Such risks may include, but are not limited to: general economic conditions or cyclical market patterns that could negatively affect supply and demand in a particular industry; changes in environmental conditions, energy conservation and environmental policies; competition for or depletion of resources; adverse labor relations; political or world events; increased regulatory burdens; changes in exchange rates; imposition of import controls; obsolescence of technologies; and increased competition or new product introductions. The exploration and development of mineral deposits involve significant financial risks over a significant period of time, which even a combination of careful evaluation, experience and knowledge may not eliminate. Few properties which are explored are ultimately developed into producing mines. The Fund invests in companies that are economically tied to the lithium industry, which may be susceptible to fluctuations in the underlying commodities market. Commodity prices may be influenced or characterized by unpredictable factors, including, where applicable, high volatility, changes in supply and demand relationships, weather, agriculture, trade, changes in interest rates and monetary and other governmental policies, action and inaction. Securities of companies held by the Fund that are dependent on a single commodity, or are concentrated on a single commodity sector, may typically exhibit even higher volatility attributable to commodity prices.
Shares are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. The returns shown do not represent the returns you would receive if you traded shares at other times. Brokerage commissions will reduce returns. The market price returns are based on the official closing price of an ETF share or, if the official closing price isn't available, the midpoint between the national best bid and national best offer (“NBBO”) as of the time the ETF calculates current NAV per share. NAVs are calculated using prices as of 4:00 PM Eastern Time.
The Energy & Minerals Group EV, Solar & Battery Materials (Lithium, Nickel, Copper, Cobalt) Futures Strategy ETF is distributed by Quasar Distributors, LLC.
Investors should carefully consider the investment objectives, risks, charges and expenses of the The Energy & Minerals Group EV, Solar & Battery Materials (Lithium, Nickel, Copper, Cobalt) Futures Strategy ETF. This and other important information about the Fund is contained in the Prospectus, which can be obtained by calling 1-800-617-0004 or visiting www.emgadvisors.com. The Prospectus should be read carefully before investing.