Blue Horizon BNE ETF (NYSE: BNE) Celebrates Two-Year Milestone – focused on leaders and innovators within the New Energy Economy
January 19 2023 - 9:30AM
Blue Horizon Capital, an index and research company focused on
helping investors capture the unique opportunities in the
fast-growing New Energy Economy, celebrates the two-year
anniversary of the Blue Horizon BNE ETF (NYSE: BNE). Exchange
Traded Concepts is the advisor of this fund, which trades on the
New York Stock Exchange tracking an index developed by the Blue
Horizon Capital team. (The Blue Horizon New Energy Economy 100
Index).
BNE is designed to be a diversified, one-fund
solution for investing in 100 New Energy Economy leaders and
innovators across these five segments:
-
E-Mobility, including electric vehicles, enabling
technologies;
-
Energy Storage, including batteries, components,
hydrogen, and battery recycling;
-
Performance Materials, including lithium, nickel,
cobalt, copper, and rare earths;
-
Energy Distribution, including smart grid
technology and charging infrastructure; and
-
Energy Generation, including solar, wind, biomass,
and fuel cells.
“We believe BNE is a unique and compelling
investment product for the following reasons:
1) BNE offers holistic, balanced, and
diversified exposure to the New Energy Economy
2) The index framework is constructed and
updated by New Energy industry veterans
3) The investment case for the New Energy
Economy has strengthened over the last two years
4) The New Energy Economy is a multi-decade
global growth opportunity
5) Growth in the New Energy Economy continues to
be supported by significant tailwinds
“We are pleased with BNE’s 2-year performance
(total return, max drawdown, volatility) versus our peer group
indices and appreciative of CFRA’s five-star
rating on December 31, 2022.
“Blue Horizon believes in a diversified and
balanced approach to investing while giving investors exposure to
growth themes. The ongoing Energy Transition offers an opportunity
to take a balanced approach by investing in New and Old Energy.
This barbell approach provides a mature component and a growth
component to your overall energy mix. BNE ETF is a product that can
efficiently deliver the New Energy and growth equity portion to an
investor’s overall energy allocation,” said Tony Fusco, President
of Blue Horizon Capital.
Performance data quoted represents past performance and is
no guarantee of future results. Current performance may be lower or
higher than the performance data quoted. Investment return and
principal value will fluctuate so that an investor’s shares, when
redeemed, may be worth more or less than
the original cost. Returns less than one
year are not annualized. For current standard performance and
expenses, visit https://bne-etf.com/bne. |
You can learn more about the New Energy Index
ETF Fund here: www.BNE-etf.com.
About Blue Horizon Capital
Blue Horizon Capital is an index, advisory and
research company wholly focused on helping investors capture the
unique opportunities in the fast-growing New Energy Economy. The
firm was founded and is led by an experienced leadership team that
brings decades of collective experience in areas such as energy
generation, storage and distribution, performance materials and
more. Learn more here: www.BHC-invest.com
About Exchange Traded Concepts
Exchange Traded Concepts is a private-label ETF
advisor that launches custom domestic and international equity and
fixed income exchange traded funds through a complete turnkey
solution. ETC currently manages, advises and sub-advises 27 ETFs
with more than $3 billion in AUM. ETC's ETF-In-A-Box TM Solution
provides an efficient and cost-effective method to bring
exchange-traded funds to market. Additional information can be
found on the Exchange Traded Concepts' website.
Disclosures
The Fund’s investment objectives, risks,
charges, and expenses must be considered carefully before
investing. The summary and statutory prospectuses contain this and
other important information about the investment company, and it
may be obtained by calling 800-617-0004
or visiting www.BNE-etf.com. Read it
carefully before investing.
Investments involve risk. Principal loss is
possible. The fund may trade at a premium or discount to NAV.
Shares of any ETF are bought and sold at market price (not NAV) and
are not individually redeemed from the Fund. Brokerage commissions
will reduce returns. The Index, and consequently the Fund, is
expected to concentrate its investments in real estate companies.
As a result, the value of the Fund’s shares may rise and fall more
than the value of shares of a fund that invests in securities of
companies in a broader range of industries.
New Energy Ecosystem Companies include energy,
industrial, infrastructure, and logistics companies, among others,
and will therefore be susceptible to adverse economic,
environmental, business, regulatory, or other occurrences affecting
such companies. New Energy Ecosystem Companies may be affected by
the obsolescence of existing technology, short product cycles,
falling prices and profits, competition from new market entrants
and general economic conditions. In addition, intense competition
and legislation resulting in stricter government regulations and
enforcement policies and specific expenditures for cleanup efforts
can significantly affect this sector.
The Fund’s investments will be concentrated in
an industry or group of industries to the extent that the Index is
so concentrated. In such event, the value of the Shares may rise
and fall more than the value of shares of a fund that invests in
securities of companies in a broader range of industries. To the
extent the fund invests more heavily in the Energy Sector,
Industrial Sector and Materials Sector, its performance will be
especially sensitive to developments in those sectors. The Fund is
considered to be non-diversified, which means that it may invest
more of its assets in the securities of a single issuer or a
smaller number of issuers than if it were a diversified fund. As a
result, the Fund may be more exposed to the risks associated with
and developments affecting an individual issuer or a smaller number
of issuers than a fund that invests more widely. This may increase
the Fund’s volatility and cause the performance of a relatively
smaller number of issuers to have a greater impact on the Fund’s
performance. The Fund may invest in foreign securities, which
involve political, economic and currency risks, greater volatility,
and differences in accounting methods. The Fund may also invest in
smaller companies, which involve additional risks such as limited
liquidity and greater volatility.
The Fund is a recently organized investment
company with a limited operating history. As a result, prospective
investors have a limited track record or history on which to base
their investment decision.
Exchange Traded Concepts, LLC is advisor to the
fund. Blue Horizon serves as the index provider. The fund is
distributed by Quasar Distributors, LLC which is not affiliated
with Blue Horizon, Exchange Traded Concepts, LLC, or any of their
affiliates.
CONTACTTony FuscoBlue Horizon Capital,
LLCTony.fusco@bhc-invest.com
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