ICON Equity Fund Investor Class (ISTAX)

Overview

The highlighted company primarily focuses on investments in equity securities that are traded within the United States. By adhering to a strategy that invests at least 80% of its net assets, alongside any borrowings destined for investment purposes, into equity securities, the firm operates with a strong conviction in the cyclical nature of equity markets. This conviction is based on the belief that the equity market is subject to thematic cycles over time, where industries leading the market at any given point may become overpriced in relation to their intrinsic value. Conversely, stocks from sectors currently out of favor may fall below their intrinsic value, presenting potential investment opportunities. The firm employs this understanding to guide its investment strategy, aiming to capitalize on these market inefficiencies by accurately identifying undervalued stocks or sectors poised for recovery.

Products and Services

• Equity Securities Investments

  At its core, the company focuses on investing in equity securities that are publicly traded in the United States. These investments are chosen based on a thematic investment strategy that aims to identify sectors and stocks undergoing valuation adjustments due to market cyclicity. This method allows the company to seek out securities that are believed to be undervalued or poised for a rebound, providing potential growth opportunities for their clients.

• Thematic Investment Strategy

  The thematic investment approach underpins all investment decisions made by the company. This strategy is built on the foundational belief that the equity market cycles through various themes over time, affecting the valuation of different industry sectors. By identifying these themes and the sectors most likely to be impacted, either positively or negatively, the firm positions its investments to take advantage of perceived market inefficiencies, aiming to realize returns that outperform the general market.