Eventide Exponential Technologies Fund Class C (ETCEX)

Overview

This fund primarily focuses on investing at least 80% of its assets, including borrowings for investment purposes, in companies that are engaged in or benefiting from various technologies, innovations, technology themes, or technology trends. With an investment strategy that emphasizes participation in the technology sector, the fund seeks to leverage the potential growth and developments in this field. It demonstrates a flexible approach by investing in both public and private companies, including those with securities that may be subject to legal or contractual restrictions on resale or considered illiquid. It is characterized by a non-diversified investment portfolio, which may lead to higher risks and potential rewards.

Products and Services

• Technology Sector Investments

  This service involves the fund allocating the majority of its assets towards companies that are deeply involved in technology. This includes businesses directly developing tech products, those providing innovative technology solutions, or companies that stand to benefit significantly from technological advancements and trends.

• Private and Illiquid Securities Investment

  In addition to publicly traded companies, the fund expands its investment portfolio by including private companies or those with securities that may not be easily tradable on public markets. These investments represent an opportunity to tap into potential high-growth ventures before they become widely known or accessible to general investors, although they come with higher risks and liquidity concerns.