ICON Equity Fund Institutional Class (IOLZX)

Overview

The company operates based on the principle that equity markets are thematic and cyclical in nature, with industry leaders' stocks becoming overpriced and those out of favor undervalued over time. By centering its investment strategy around this belief, the firm aims to capitalize on these market inefficiencies. It commits at least 80% of its net assets, including any borrowings for investment purposes, to equity securities that are traded in the U.S. This strategy is premised on the notion that careful analysis can uncover undervalued opportunities that promise growth as market dynamics shift.

Products and Services

• Equity Securities Investment

  This service involves the core investment activity of allocating assets into equity securities traded in the U.S. markets. The firm identifies stocks in industries that are currently undervalued or not in favor with the majority of investors, with the belief that these stocks are likely to appreciate in value over time as market trends change.

• Market Analysis and Thematic Investment

  Offering a sophisticated analysis of market themes and cycles, the company provides insights that identify overpriced and underpriced stocks within various industries. This analysis forms the basis for their investment decisions, aiming to exploit the cyclical nature of the equity markets for the benefit of their clients.

• Asset Management

  With a focus on managing investments to achieve the optimal balance of risk and reward, the firm employs its thematic investment strategy to oversee and adjust the portfolios of its clients. This includes the tactical allocation of assets in response to evolving market conditions and the intrinsic value of industries and securities.