Invenomic Fund Super Institutional Class (BIVSX)

Overview

The fund is a dynamic investment entity that specializes in engaging with the United States equity markets through a combination of long and short positions. With an emphasis on always being strategically positioned for gains, the fund operates by investing heavily in long positions (over 80%) under normal market conditions. However, it remains adaptive to market opportunities by varying the size of its short position portfolio. This investment strategy allows the fund to navigate through the volatility and opportunities of the market, aiming to maximize returns for its investors. The management team, led by its Sub-Adviser, focuses on maintaining a robust investment portfolio across various market capitalizations and sectors, ensuring a diversified and balanced approach to equity investment.

Products and Services

• Long and Short Equity Positions

The fund's core service revolves around taking strategic long and short positions in equity securities, primarily in the U.S. markets. By holding a significant portion of its assets in long positions, the fund aims for capital appreciation over time. Conversely, the ability to take short positions offers a mechanism to hedge against market downturns or to profit from the decline of overvalued securities.

• Investment in Various Market Capitalizations

The fund does not limit its investment scope to a specific market capitalization, allowing for a broad engagement across large-cap, mid-cap, and small-cap equities. This approach diversifies the investment risk and potential for growth, tapping into the unique opportunities presented by companies of different sizes.

• Engagement with Unseasoned Issuers and IPOs

Understanding the potential high-reward nature of new market entrants, the fund also allocates part of its portfolio to investments in unseasoned issuers - companies operating for less than three years, and initial public offerings (IPOs). This strategy is aimed at capturing the growth potential of new and possibly disruptive companies in their early stages.