OTG Asset Management, LTD Completes Mutual Fund Conversion Launching OTG Latin America ETF (OTGL)

Rhea-AI Summary

OTG Asset Management has successfully transformed its Latin America Fund into the OTG Latin America ETF (Nasdaq: OTGL), marking a significant development in Latin American investment offerings. The newly converted ETF maintains the fund's active management approach while delivering enhanced benefits including lower fees, intraday trading capabilities, and improved tax efficiency.

The ETF focuses on identifying overlooked opportunities across Latin American equity markets through on-the-ground research and disciplined stock selection. OTGL's investment strategy targets companies positioned to benefit from the region's expanding middle class, digital transformation, and natural resources.

Positive

• Enhanced investor benefits through lower fees and improved tax efficiency
• Added flexibility with intraday trading capability
• Maintains active management approach with local market expertise

Negative

• None.

News Market Reaction

+0.03%

1 alert

+0.03% News Effect

On the day this news was published, OTGL gained 0.03%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

  LA PAZ, Bolivia, July 15, 2025 /PRNewswire/ -- OTG Asset Management, LTD announced the successful conversion of the OTG Latin America Fund into the OTG Latin America ETF (Nasdaq: OTGL). The new ETF offers investors the same actively managed exposure to equity markets across Latin America with the added benefits of lower fees, the flexibility of intraday trading, and potential tax efficiencies.

OTGL aims to harness the growth potential in the region by investing in companies that may be overlooked. By combining OTG's characteristic on-the-ground research with disciplined stock selection, the Fund seeks to identify and capitalize on inefficiencies in Latin America's emerging markets.

"We believe Latin America represents one of the most compelling long-term investment opportunities across global markets," said Mauricio Alvarez, CIO and Portfolio Manager. "Our active approach allows us to explore these changing markets and invest in companies that we believe are well-positioned to benefit from regional growth, innovation, and global integration."

With a broad and diversified portfolio, OTGL targets sectors and businesses poised to benefit from Latin America's expanding middle class, rising digital adoption, and rich natural resource base.

For more information: www.otgam.net.

About OTG Asset Management
OTG Asset Management was founded in 2010 in South America by business leaders who were born and raised in the region and possess extensive financial industry expertise, as well as proven track records. OTG provides investment choices for U.S. investors through OTGL, and South American investors through separately managed accounts.

Media Contact:
Hibre Teklemariam SunStar Strategic
hteklemariam@sunstarstrategic.com
 703-894-1057

Important Information

Investors should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. This and additional information can be found in the Fund's prospectus, which may be obtained by calling 888.716.7116. Please read the prospectus carefully before investing.

Investing involves risk.  Loss of principal is possible

ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF's shares may trade at a premium or discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact an ETF's ability to sell its shares. 

Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.

The risks of investing in foreign companies, including those located in emerging market countries, can increase the potential for losses in the Fund and may include currency fluctuations, political and economic instability, less government regulation, less publicly available information, limited trading markets, and differences in financial reporting standards, including recordkeeping standards, less stringent regulation of securities markets, and differences in accounting methods.

Diversification does not eliminate the risk of experiencing investment loss.

The company was renamed OTG Asset Management Ltd. effective October 2022.

Distributed by Foreside Fund Services, LLC.

View original content to download multimedia:https://www.prnewswire.com/news-releases/otg-asset-management-ltd-completes-mutual-fund-conversion-launching-otg-latin-america-etf-otgl-302505685.html

SOURCE OTG Asset Management, Ltd

FAQ

What is the new ticker symbol for OTG Latin America ETF?

The OTG Latin America ETF trades on the Nasdaq under the ticker symbol OTGL.

What are the main benefits of OTG Latin America Fund's conversion to an ETF?

The conversion offers investors lower fees, intraday trading flexibility, and potential tax efficiencies while maintaining the same actively managed exposure to Latin American markets.

What is OTGL's investment strategy?

OTGL employs an active management strategy focusing on overlooked opportunities in Latin American markets, targeting companies that benefit from the region's expanding middle class, digital adoption, and natural resources.

Who manages the OTG Latin America ETF (OTGL)?

The ETF is managed by Mauricio Alvarez, who serves as CIO and Portfolio Manager at OTG Asset Management.

What sectors does the OTGL ETF target?

OTGL targets sectors benefiting from Latin America's expanding middle class, rising digital adoption, and natural resource development.