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.
一种新的交易所交易基金（ETF）名为 为美国能源而奋斗 ETF (NYSEARCA:DRLL）随着其创始人推行其保守派的疯狂思想，引起了人们的兴趣。
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于8月10日推出，他此前曾创办过一家名为Roivant的生物技术公司。自启动以来，该基金已筹集了约1亿美元。
What investors should know is that DRLL is even more conservative than it says it is.
投资者应该知道的是，DRLL比它所说的还要保守。
Ramaswamy's Game Plan
拉马斯瓦米的游戏计划
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.
拉马斯瓦米的言论显然是政治性的。他想利用该基金的投资力量来反对环境、社会和治理（ESG）标准，这些标准仍然不明确，但对他来说却显得宽松。他特别批评 贝莱德 （纽约证券交易所：BLK），其首席执行官拉里·芬克在股东信中警告了气候变化的威胁。
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.
我们的克里斯·麦克唐纳写道，DRLL得到了彼得·泰尔和比尔·阿克曼的支持。拉马斯瓦米曾出现在福克斯新闻的塔克·卡尔森节目中，并赢得了保守派媒体的支持。
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.
但是资产没有政治性。目前，DRLL基金的40％以上的资金仅投资于三只股票—— 埃克森美孚 （纽约证券交易所：XOM）， 雪佛龙 （纽约证券交易所：CVX) 和 康菲利普斯 （纽约证券交易所：COP）。其余的则分配在其他生产、炼油和管道库存中。从财务角度来看，DRLL似乎是玩美国能源行业的一种廉价方式。最大的能源ETF， iPath Pure Beta 原油 ETF (NYSEARCA:油），今年上涨了30％以上。
The DRLL ETF and What Happens Next?
DRLL ETF 以及接下来会发生什么？
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).
尽管拉马斯瓦米正在进行政治宣传，但他的基金的成功将取决于他购买的资产的价值。到目前为止，从投资意义上讲，这些资产相当保守。他们属于大型综合石油公司，而不是像这样的小型勘探和生产机构 Civitas 资源 （纽约证券交易所：CIVI)。 CNX 资源 （纽约证券交易所：CNX)，或 北方石油和天然气 （纽约证券交易所：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.
如果你想押注美国能源生产的未来，那么用这些名字获得的杠杆作用会比DRLL更大。但是，如果你想让你的钱发表响亮的政治声明，那就把它放在拉马斯瓦米里。
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.
在发布之日，达娜·布兰肯霍恩在本文提到的任何公司中均未担任任何职务。本文中表达的观点是作者的观点，受InvestorPlace.com的约束出版指南。
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