LQPE yields 0.28% · PEP yields 3.66%● Live data
📍 PEP pulled ahead of the other in Year 1
Combined, LQPE + PEP cover 0 of 12 months — good coverage
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LQPE seeks to outperform the public equity markets by replicating traditional private equity (PE) funds focused on leveraged buyouts. The actively managed portfolio comprises 70-80% equity securities and 20-30% derivatives. The funds equity component consists of US-listed stocks of any market size that mirror the industries and company characteristics typically targeted by PE funds. Securities are selected based on the sub-advisers analysis of PE data and its proprietary models. The funds dividend component includes futures contracts and futures-related instruments designed to increase equity exposure and reduce downside volatility relative to public equity markets. LQPE gains exposure to futures contracts and other derivative instruments either directly or indirectly by investing up to 25% of its assets in a wholly owned Cayman Islands subsidiary. Lastly, the fund invests in cash, short-term US Treasury securities, money market funds, and cash equivalents to serve as collateral.
Full LQPE Calculator →PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, simply granola, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is headquartered in Purchase, New York.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.