Gotham asset management formula investing international value
In , it had an even higher gain of Since its inception in August through , Gotham Absolute Return fund delivered a return of This way it is always invested in the best ideas of the best performing hedge funds and is able to generate much higher returns than the market. As very diversified it counted more than long positions. Among the top three most valuable positions the fund held, was a position in Apple Inc. On the next page, you can read more about the most important positions and the changes the fund has made to its equity portfolio during Q4 The most valuable position the fund held on December 31, , was in Honeywell International Inc.
Gotham Asset Management had its second biggest position at the end of the fourth quarter of in Verizon Communications Inc. The fund held 1. The company is trading at a price-to-earnings ratio of This investment strategy is based on ranking companies on the basis of two main criteria: return on capital and price over earnings.
Its purpose is to demonstrate that it is possible to invest in quality stocks on the basis of only two indicators. Return on earnings: The objective of this indicator is to determine whether the company is profitable, i. Return on capital: The objective of this rule is to distinguish companies that make good use of their assets from those that do not.
The logic is that the better investment is the one that generates a better return for the same amount of investment. Analysis requirements It should be noted that not all companies can be analyzed based on the aforementioned criteria. The requirements that must be met to be included in the Greenblatt analysis are as follows: Not to be financial companies. Since their balance sheets are not comparable with the rest of the companies. They must not be utilities companies raw materials.
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Equity securities, such as common stocks, are subject to market, economic and business risks that may cause their prices to fluctuate. As with all ETFs, fund shares may be bought and sold in the secondary market at market prices.
The funds are new with a limited operating history. There are a limited number of financial institutions authorized to buy and sell shares directly with the funds, and there may be a limited number of other liquidity providers in the marketplace. There is no assurance that fund shares will trade at any volume, or at all, on any stock exchange.
Low trading activity may result in shares trading at a material discount to NAV. Please see the respective prospectus and summary prospectus for a complete description of principal risks. Please see the prospectus and summary prospectus for a complete description of principal risks. Gotham Funds Mutual fund investing involves risks, including possible loss of principal.
It is anticipated that the funds will frequently adjust the size of positions and thus may experience high portfolio turnover which may increase brokerage costs. Short sales theoretically involve unlimited loss potential since the market price of securities sold short may continuously increase. Leverage could result in greater losses than if the funds were not leveraged.
Certain funds utilize swap agreements in their investment programs. In addition, certain funds invest in large, mid and small cap companies. Gotham Funds Mutual fund investing involves risks, including possible loss of principal. It is anticipated that the funds will frequently adjust the size of positions and thus may experience high portfolio turnover which may increase brokerage costs. Short sales theoretically involve unlimited loss potential since the market price of securities sold short may continuously increase.
Leverage could result in greater losses than if the funds were not leveraged. Certain funds utilize swap agreements in their investment programs. In addition, certain funds invest in large, mid and small cap companies. Small and mid cap equity securities may be more volatile and less liquid than the securities of larger companies.
An investor should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. The prospectus and summary prospectus contain this and other information about the funds. The prospectuses and summary prospectuses are available by clicking here or by calling The prospectuses and summary prospectuses should be read carefully before investing. This site is intended for residents of the U.