ACEP EA Series Trust – ARS Core Equity Portfolio ETF

About this ETF

EA Series Trust – ARS Core Equity Portfolio ETF is an actively managed exchange-traded fund designed to achieve long-term capital growth and generate current income. The fund primarily invests in the equity securities of companies identified as high-quality by its sub-adviser, ARS Investment Partners, LLC. These companies are characterized by strong balance sheets, reasonable earnings growth, and above-average dividend yields, with a particular focus on those offering the potential for future dividend growth. The portfolio may also utilize exposure through underlying ETFs that provide access to similar high-quality companies. By concentrating on established, large-cap U.S. stocks that combine growth prospects with solid income generation, the fund aims to provide a balanced approach to equity investing. Its role in the market is to serve investors seeking a disciplined, quality-focused strategy for participating in U.S. equity markets, while managing risk through rigorous security selection and portfolio construction. The ETF issues shares in large creation units, catering chiefly to institutional participants, and distributes income and capital gains annually.