Gotham Large Value Fund Institutional Class (GVALX)

Overview

The fund is designed to operate within the equities market, engaging in both long and short positions involving equity and equity-related securities. Targeting primarily U.S. common stocks, it focuses its investments on companies that are listed on the S&P 500® Index. However, it also extends its reach to other large capitalization companies, which are typically selected from the largest 500 to 700 U.S. companies by market capitalization. This approach allows the fund to diversify its portfolio across several hundred positions, aiming to balance potential risks and rewards in its investment strategy.

Products and Services

• Long Position Investments

  Investing in stocks that the fund anticipates will increase in value. By purchasing equity and equity-related securities of companies listed on the S&P 500® Index and other large capitalization companies, it aims to capitalize on the growth of these entities, thereby generating profit from the appreciation of these investments over time.

• Short Position Investments

  Engaging in short selling strategies to profit from the anticipated decline in the value of stocks. This involves borrowing shares and selling them at the current market price, with the intention of buying them back at a lower price. This strategy allows the fund to strive for returns even in a declining market by taking advantage of negative price movements in certain stocks.

• Diversified Investment Portfolio

  By holding several hundred positions across a range of sectors and companies within the U.S. market, particularly those within the largest 500 to 700 companies by market capitalization, the fund aims to spread out its investment risk. This wide array of investments is designed to stabilize the fund's performance, making it less susceptible to the volatility of individual stocks or sectors.