Counterpoint Tactical Equity Fund Class C (CPCEX)

Overview

This fund is geared towards investors seeking diversified exposure to the equity market through a range of investments. By committing at least 80% of its assets, alongside any borrowings, to both long and short positions in equity instruments, the fund provides a comprehensive approach to equity investment. These equity instruments span across varying market capitalizations and include both domestic and international stocks, thereby offering a broad market reach. This strategy aims not only to capitalize on direct equity investments but also to utilize derivatives and other equity-related vehicles to enhance returns and manage risk effectively.

Products and Services

• Domestic and Foreign Common Stock

  This includes shares in companies from various sectors and regions, offering investors exposure to a wide range of market dynamics and potential growth opportunities.

• Preferred Stock

  Preferred stocks provide a fixed dividend, which could be attractive for income-focused investors, offering a blend of equity and debt-like features.

• Depositary Receipts

  These instruments allow investors to hold shares in foreign companies, facilitating diversified international exposure with ease of transaction.

• Equity Swaps (including single-name, index, and basket swaps)

  Equity swaps enable the fund to gain exposure to various stocks or indexes without needing to own the underlying securities, which can be used for both speculative purposes and risk management.

• Options

  Options grant the fund the flexibility to hedge its holdings or speculate on the direction of the stock market with the potential for high returns.

• Equity Index Futures

  These futures contracts are used to hedge against market volatility or to take speculative positions on the future direction of the market index.

• Other Investment Companies (such as ETFs, mutual funds, and closed-end funds)

  Investing in other funds allows for broad, diversified exposure across various sectors, geographies, and investment strategies, thereby spreading risk and enhancing potential returns.