Tucker Carlson Gives the New Anti-ESG DRLL ETF a Big Boost
Tucker Carlson Gives the New Anti-ESG DRLL ETF a Big Boost
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A new exchange-traded fund (ETF) called the Strive U.S. Energy ETF (NYSEARCA:DRLL) is drawing interest as its founder pushes his conservative bonafides.
一種新的交易所交易基金（ETF）名爲 爲美國能源而奮鬥 ETF (NYSEARCA:DRLL）隨着其創始人推行其保守派的瘋狂思想，引起了人們的興趣。
The DRLL ETF was launched on Aug. 10 by Vivek Ramaswamy, who previously launched a biotech firm called Roivant. The fund has raised about $100 million since it was launched.
DRLL ETF由Vivek Ramaswamy於8月10日推出，他此前曾創辦過一家名爲Roivant的生物技術公司。自啓動以來，該基金已籌集了約1億美元。
What investors should know is that DRLL is even more conservative than it says it is.
投資者應該知道的是，DRLL比它所說的還要保守。
Ramaswamy's Game Plan
拉馬斯瓦米的遊戲計劃
Ramaswamy's pitch is overtly political. He wants to use the investment power of the fund to stand against Environmental, Social and Governance (ESG) standards, which remain undefined but smell liberal to him. He is especially critical of Blackrock (NYSE:BLK), whose CEO Larry Fink has warned about the threat of climate change in his shareholder letters.
拉馬斯瓦米的言論顯然是政治性的。他想利用該基金的投資力量來反對環境、社會和治理（ESG）標準，這些標準仍然不明確，但對他來說卻顯得寬鬆。他特別批評 貝萊德 （紐約證券交易所：BLK），其首席執行官拉里·芬克在股東信中警告了氣候變化的威脅。
DRLL is backed by Peter Thiel and Bill Ackman, writes our Chris MacDonald. Ramaswamy has been on Fox News's Tucker Carlson show and won endorsements from conservative media outlets.
我們的克里斯·麥克唐納寫道，DRLL得到了彼得·泰爾和比爾·阿克曼的支持。拉馬斯瓦米曾出現在福克斯新聞的塔克·卡爾森節目中，並贏得了保守派媒體的支持。
But assets don't have politics. The DRLL fund currently has over 40% of its money invested in just three stocks — Exxon Mobil (NYSE:XOM), Chevron (NYSE:CVX) and ConocoPhilips (NYSE:COP). The rest is distributed among other production, refining and pipeline stocks. From a financial point of view, DRLL seems like a cheap way to play the U.S. energy sector. The largest energy ETF, the iPath Pure Beta Crude ETF (NYSEARCA:OIL), is up over 30% this year.
但是資產沒有政治性。目前，DRLL基金的40％以上的資金僅投資於三只股票—— 埃克森美孚 （紐約證券交易所：XOM）， 雪佛龍 （紐約證券交易所：CVX) 和 康菲利普斯 （紐約證券交易所：COP）。其餘的則分配在其他生產、煉油和管道庫存中。從財務角度來看，DRLL似乎是玩美國能源行業的一種廉價方式。最大的能源ETF， iPath Pure Beta 原油 ETF (NYSEARCA:油），今年上漲了30％以上。
The DRLL ETF and What Happens Next?
DRLL ETF 以及接下來會發生甚麼？
While Ramaswamy is making a political pitch, the success of his fund will ride on the value of the assets he buys. So far, those assets are quite conservative, in the investing sense. They're in large, integrated oil companies rather than small exploration and production outfits such as Civitas Resources (NYSE:CIVI). CNX Resources (NYSE:CNX), or Northern Oil and Gas (NYSE:NOG).
儘管拉馬斯瓦米正在進行政治宣傳，但他的基金的成功將取決於他購買的資產的價值。到目前爲止，從投資意義上講，這些資產相當保守。他們屬於大型綜合石油公司，而不是像這樣的小型勘探和生產機構 Civitas 資源 （紐約證券交易所：CIVI)。 CNX 資源 （紐約證券交易所：CNX)，或 北方石油和天然氣 （紐約證券交易所：NOG)。
If you want to bet on the future of American energy production, you'll get more leverage in those names than in DRLL. But if you want your money to make a loud political statement, put it in Ramaswamy.
如果你想押注美國能源生產的未來，那麼用這些名字獲得的槓桿作用會比DRLL更大。但是，如果你想讓你的錢發表響亮的政治聲明，那就把它放在拉馬斯瓦米里。
On the date of publication, Dana Blankenhorn held no positions in any companies mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
在發佈之日，達娜·布蘭肯霍恩在本文提到的任何公司中均未擔任任何職務。本文中表達的觀點是作者的觀點，受InvestorPlace.com的約束出版指南。
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塔克·卡爾森爲新的反 ESG DRLL ETF 大放異彩的帖子首次出現在 InvestorPlace 上。