Are you over 18 and want to see adult content?
More Annotations
A complete backup of https://balenciagas.ca
Are you over 18 and want to see adult content?
A complete backup of https://escursioni-parco-asinara.it
Are you over 18 and want to see adult content?
A complete backup of https://abilitysuperstore.com
Are you over 18 and want to see adult content?
A complete backup of https://moresol.biz
Are you over 18 and want to see adult content?
A complete backup of https://bod.org.uk
Are you over 18 and want to see adult content?
A complete backup of https://joaobidu.com.br
Are you over 18 and want to see adult content?
A complete backup of https://aahid.org
Are you over 18 and want to see adult content?
A complete backup of https://bglh-marketplace.com
Are you over 18 and want to see adult content?
A complete backup of https://streamyard.com
Are you over 18 and want to see adult content?
A complete backup of https://schliessfaecher.de
Are you over 18 and want to see adult content?
A complete backup of https://inverlochycastlehotel.com
Are you over 18 and want to see adult content?
A complete backup of https://roguelegacy.com
Are you over 18 and want to see adult content?
Favourite Annotations
A complete backup of breastcancercentersofamerica.net
Are you over 18 and want to see adult content?
A complete backup of bvlgari-jewelry.us
Are you over 18 and want to see adult content?
A complete backup of thedreamcorps.org
Are you over 18 and want to see adult content?
A complete backup of runninginaskirt.com
Are you over 18 and want to see adult content?
Text
OFFERINGSVIDEO
FEATURED 100% LONG FUNDS. Gotham Large Value Fund (GVALX) The cheapest S&P 500 stocks based on Gotham’s valuations Morningstar TM Click here for the 10/6/2019 WSJ Article Highlighting GVALX FUND OFFERINGS : GOTHAM The Gotham Absolute Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 50%-60% (e.g., 120% long vs. 60% short = 60% net long). The Fund seeks long-term capital appreciation and to achieve positive returns during most annual periods in an efficient, risk-adjusted manner. Joel Greenblatt and Robert Goldstein are FUND OFFERINGS : GOTHAM The Gotham Enhanced Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 100% (e.g., 170% long vs. 70% short = 100% net long). The Fund seeks long-term capital appreciation greater than that of the S&P 500® Index over a full market cycle. Joel Greenblatt and Robert Goldstein are the Managing Principals andCo
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.50-$0.15-0.90%: 13.40%: Gotham Defensive Long 500 Fund FUND OFFERINGS : GOTHAM The Gotham Neutral Fund (the "Fund") is a market neutral long/short U.S. equity fund. The Fund seeks long-term capital appreciation with minimal correlation to the general stock market. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, the Advisor to this Fund. FUND OFFERINGS : GOTHAM The Gotham Large Value Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects from the largest 500 -700 U.S. companies based on market capitalization. The Fund seeks long-term capital appreciation by investing in long positions of equity securities and in doing so aims to achieve a total returngreater than that
FUND OFFERINGS : GOTHAM The Gotham Index Plus Fund (the "Fund") was created as an investment that seeks to more closely track an index than purely active funds by combining an index investment with an active long/short overlay. The Fund generally seeks 100% net long exposure by being 190% long vs. 90% short (100% index + active long/short overlay).CONTACT US : GOTHAM
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.HOME PAGE : GOTHAM
100% Net Long*: Index Investment + Active Long/Short Overlay: OVERVIEW: (As of March 31, 2021) GOTHAM ABSOLUTE RETURN FUND (GARIX) 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect: (i) the Fund obtains long and short exposure through one or more swaps; (ii) effective July 20, 2020, the Fund’s investment advisory fee was reduced from 2.00% to 1.50%; and (iii) Gotham will reduce its annual advisory fee for any fees and HOME PAGE : GOTHAMOVERVIEWFEATURED FUNDSFIND A FUNDCONTACT USFUNDOFFERINGSVIDEO
FEATURED 100% LONG FUNDS. Gotham Large Value Fund (GVALX) The cheapest S&P 500 stocks based on Gotham’s valuations Morningstar TM Click here for the 10/6/2019 WSJ Article Highlighting GVALX FUND OFFERINGS : GOTHAM The Gotham Absolute Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 50%-60% (e.g., 120% long vs. 60% short = 60% net long). The Fund seeks long-term capital appreciation and to achieve positive returns during most annual periods in an efficient, risk-adjusted manner. Joel Greenblatt and Robert Goldstein are FUND OFFERINGS : GOTHAM The Gotham Enhanced Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 100% (e.g., 170% long vs. 70% short = 100% net long). The Fund seeks long-term capital appreciation greater than that of the S&P 500® Index over a full market cycle. Joel Greenblatt and Robert Goldstein are the Managing Principals andCo
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.50-$0.15-0.90%: 13.40%: Gotham Defensive Long 500 Fund FUND OFFERINGS : GOTHAM The Gotham Neutral Fund (the "Fund") is a market neutral long/short U.S. equity fund. The Fund seeks long-term capital appreciation with minimal correlation to the general stock market. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, the Advisor to this Fund. FUND OFFERINGS : GOTHAM The Gotham Large Value Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects from the largest 500 -700 U.S. companies based on market capitalization. The Fund seeks long-term capital appreciation by investing in long positions of equity securities and in doing so aims to achieve a total returngreater than that
FUND OFFERINGS : GOTHAM The Gotham Index Plus Fund (the "Fund") was created as an investment that seeks to more closely track an index than purely active funds by combining an index investment with an active long/short overlay. The Fund generally seeks 100% net long exposure by being 190% long vs. 90% short (100% index + active long/short overlay).CONTACT US : GOTHAM
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.HOME PAGE : GOTHAM
100% Net Long*: Index Investment + Active Long/Short Overlay: OVERVIEW: (As of March 31, 2021) GOTHAM ABSOLUTE RETURN FUND (GARIX) 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect: (i) the Fund obtains long and short exposure through one or more swaps; (ii) effective July 20, 2020, the Fund’s investment advisory fee was reduced from 2.00% to 1.50%; and (iii) Gotham will reduce its annual advisory fee for any fees and FUND OFFERINGS : GOTHAM The Gotham Enhanced Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 100% (e.g., 170% long vs. 70% short = 100% net long). The Fund seeks long-term capital appreciation greater than that of the S&P 500® Index over a full market cycle. Joel Greenblatt and Robert Goldstein are the Managing Principals andCo
OVERVIEW : GOTHAM
Overview. Institutional investors and selected wealthy individuals have traditionally had the “opportunity” to invest in private hedge funds. Typically, these funds carry high fees, large minimum investment requirements and long lock-up periods. The Gotham Funds are a series of long/short equity hedge funds available in mutual fundform.
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.44-$0.04-0.24%: 12.99%: Gotham Defensive Long 500 FundCONTACT US : GOTHAM
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. NEW USER REGISTRATION : GOTHAM This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. FUND OFFERINGS : GOTHAM The Gotham Defensive Long 500 Fund (the "Fund") is a U.S. large cap long/short strategy that seeks equity like returns with lower volatility than the general stock market. The Fund seeks long-term capital appreciation. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, theAdvisor to
GOTHAM ABSOLUTE RETURN FUND ˆ2001JzdKSh0X&6mopŠ 2001JzdKSh0X&6mop BNY MELLON ASSET SER 96931 TX 2 MB841_ABSOLUTE RETUR 19-Aug-2020 04:10 EST LNF HTM Donnelley Financial LSWpf_rend None 7* AS OF MARCH 31, 2021 GOTHAM ENHANCED S&P 500 INDEX FUND 0.65% 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect that Gotham will reduce its annual advisory fee for any fees and expenses the Fund incurs by investing in another mutual fund or ETF advised or sub-advised by Gotham. See the Prospectus and Summary Prospectus for additional details. NEW ACCOUNT APPLICATION New Account Application . FundVantage Trust . IMPORTANT NOTICE – THE USA PATRIOT ACT . To help the government fight the funding of terrorism and money laundering activities, Federal Law requires all financial institutions FV GOTHAM BOOK I AR 093020 FINAL The performance data quoted in this report represents past performance and does not guarantee future results. The investment return and principal value of an investment in a Gotham Fund will fluctuate so that an investor’s shares, when redeemed, may be HOME PAGE : GOTHAMOVERVIEWFEATURED FUNDSFIND A FUNDCONTACT USFUNDOFFERINGSVIDEO
FEATURED 100% LONG FUNDS. Gotham Large Value Fund (GVALX) The cheapest S&P 500 stocks based on Gotham’s valuations Morningstar TM Click here for the 10/6/2019 WSJ Article Highlighting GVALX FUND OFFERINGS : GOTHAM The Gotham Absolute Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 50%-60% (e.g., 120% long vs. 60% short = 60% net long). The Fund seeks long-term capital appreciation and to achieve positive returns during most annual periods in an efficient, risk-adjusted manner. Joel Greenblatt and Robert Goldstein are FUND OFFERINGS : GOTHAM The Gotham Enhanced Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 100% (e.g., 170% long vs. 70% short = 100% net long). The Fund seeks long-term capital appreciation greater than that of the S&P 500® Index over a full market cycle. Joel Greenblatt and Robert Goldstein are the Managing Principals andCo
OVERVIEW : GOTHAM
Overview. Institutional investors and selected wealthy individuals have traditionally had the “opportunity” to invest in private hedge funds. Typically, these funds carry high fees, large minimum investment requirements and long lock-up periods. The Gotham Funds are a series of long/short equity hedge funds available in mutual fundform.
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.50-$0.15-0.90%: 13.40%: Gotham Defensive Long 500 Fund FUND OFFERINGS : GOTHAM The Gotham Index Plus Fund (the "Fund") was created as an investment that seeks to more closely track an index than purely active funds by combining an index investment with an active long/short overlay. The Fund generally seeks 100% net long exposure by being 190% long vs. 90% short (100% index + active long/short overlay). FUND OFFERINGS : GOTHAM The Gotham Large Value Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects from the largest 500 -700 U.S. companies based on market capitalization. The Fund seeks long-term capital appreciation by investing in long positions of equity securities and in doing so aims to achieve a total returngreater than that
CONTACT US : GOTHAM
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.HOME PAGE : GOTHAM
100% Net Long*: Index Investment + Active Long/Short Overlay: OVERVIEW: (As of March 31, 2021) GOTHAM ABSOLUTE RETURN FUND (GARIX) 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect: (i) the Fund obtains long and short exposure through one or more swaps; (ii) effective July 20, 2020, the Fund’s investment advisory fee was reduced from 2.00% to 1.50%; and (iii) Gotham will reduce its annual advisory fee for any fees and HOME PAGE : GOTHAMOVERVIEWFEATURED FUNDSFIND A FUNDCONTACT USFUNDOFFERINGSVIDEO
FEATURED 100% LONG FUNDS. Gotham Large Value Fund (GVALX) The cheapest S&P 500 stocks based on Gotham’s valuations Morningstar TM Click here for the 10/6/2019 WSJ Article Highlighting GVALX FUND OFFERINGS : GOTHAM The Gotham Absolute Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 50%-60% (e.g., 120% long vs. 60% short = 60% net long). The Fund seeks long-term capital appreciation and to achieve positive returns during most annual periods in an efficient, risk-adjusted manner. Joel Greenblatt and Robert Goldstein are FUND OFFERINGS : GOTHAM The Gotham Enhanced Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 100% (e.g., 170% long vs. 70% short = 100% net long). The Fund seeks long-term capital appreciation greater than that of the S&P 500® Index over a full market cycle. Joel Greenblatt and Robert Goldstein are the Managing Principals andCo
OVERVIEW : GOTHAM
Overview. Institutional investors and selected wealthy individuals have traditionally had the “opportunity” to invest in private hedge funds. Typically, these funds carry high fees, large minimum investment requirements and long lock-up periods. The Gotham Funds are a series of long/short equity hedge funds available in mutual fundform.
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.50-$0.15-0.90%: 13.40%: Gotham Defensive Long 500 Fund FUND OFFERINGS : GOTHAM The Gotham Index Plus Fund (the "Fund") was created as an investment that seeks to more closely track an index than purely active funds by combining an index investment with an active long/short overlay. The Fund generally seeks 100% net long exposure by being 190% long vs. 90% short (100% index + active long/short overlay). FUND OFFERINGS : GOTHAM The Gotham Large Value Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects from the largest 500 -700 U.S. companies based on market capitalization. The Fund seeks long-term capital appreciation by investing in long positions of equity securities and in doing so aims to achieve a total returngreater than that
CONTACT US : GOTHAM
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.HOME PAGE : GOTHAM
100% Net Long*: Index Investment + Active Long/Short Overlay: OVERVIEW: (As of March 31, 2021) GOTHAM ABSOLUTE RETURN FUND (GARIX) 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect: (i) the Fund obtains long and short exposure through one or more swaps; (ii) effective July 20, 2020, the Fund’s investment advisory fee was reduced from 2.00% to 1.50%; and (iii) Gotham will reduce its annual advisory fee for any fees andOVERVIEW : GOTHAM
Overview. Institutional investors and selected wealthy individuals have traditionally had the “opportunity” to invest in private hedge funds. Typically, these funds carry high fees, large minimum investment requirements and long lock-up periods. The Gotham Funds are a series of long/short equity hedge funds available in mutual fundform.
FUND OFFERINGS : GOTHAM The Gotham Neutral Fund (the "Fund") is a market neutral long/short U.S. equity fund. The Fund seeks long-term capital appreciation with minimal correlation to the general stock market. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, the Advisor to this Fund. FUND OFFERINGS : GOTHAM The Gotham Large Value Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects from the largest 500 -700 U.S. companies based on market capitalization. The Fund seeks long-term capital appreciation by investing in long positions of equity securities and in doing so aims to achieve a total returngreater than that
FUND OFFERINGS : GOTHAM The Gotham Defensive Long 500 Fund (the "Fund") is a U.S. large cap long/short strategy that seeks equity like returns with lower volatility than the general stock market. The Fund seeks long-term capital appreciation. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, theAdvisor to
FUND OFFERINGS : GOTHAM The Gotham Enhanced S&P 500 Index Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects primarily from the S&P 500 investment universe. The Fund seeks long-term capital appreciation by investing in long positions of equity securities that comprise the S&P 500 Index in weights based on Gotham's assessment ofvalue
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.61-$0.01-0.06%: 14.16%: Gotham Defensive Long 500 Fund FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.79: $0.09: 0.54%: 15.40%: Gotham Defensive Long 500 Fund FUND OFFERINGS : GOTHAM The Gotham Total Return Fund (the “Fund”) is an allocation strategy that invests in underlying Gotham mutual funds. The underlying fund allocations will be rebalanced according to our assessment of market conditions to manage both net exposure and beta. The Fund seeks long-term capital appreciation by investing in underlying Gotham mutualOVERVIEW : GOTHAM
Mr. Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. For over two decades, Mr. Greenblatt has been a professor on the adjunct faculty at Columbia Business School teaching "Value and Special Situation Investing." MrFUNDVANTAGE TRUST
As permitted by the Securities and Exchange Commission, paper copies of the Gotham Funds’ annual and semi-annual shareholder reports areno longer
HOME PAGE : GOTHAMOVERVIEWFEATURED FUNDSFIND A FUNDCONTACT USFUNDOFFERINGSVIDEO
FEATURED 100% LONG FUNDS. Gotham Large Value Fund (GVALX) The cheapest S&P 500 stocks based on Gotham’s valuations Morningstar TM Click here for the 10/6/2019 WSJ Article Highlighting GVALX FUND OFFERINGS : GOTHAM The Gotham Absolute Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 50%-60% (e.g., 120% long vs. 60% short = 60% net long). The Fund seeks long-term capital appreciation and to achieve positive returns during most annual periods in an efficient, risk-adjusted manner. Joel Greenblatt and Robert Goldstein are FUND OFFERINGS : GOTHAM The Gotham Enhanced Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 100% (e.g., 170% long vs. 70% short = 100% net long). The Fund seeks long-term capital appreciation greater than that of the S&P 500® Index over a full market cycle. Joel Greenblatt and Robert Goldstein are the Managing Principals andCo
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.50-$0.15-0.90%: 13.40%: Gotham Defensive Long 500 FundOVERVIEW : GOTHAM
Overview. Institutional investors and selected wealthy individuals have traditionally had the “opportunity” to invest in private hedge funds. Typically, these funds carry high fees, large minimum investment requirements and long lock-up periods. The Gotham Funds are a series of long/short equity hedge funds available in mutual fundform.
FUND OFFERINGS : GOTHAM The Gotham Neutral Fund (the "Fund") is a market neutral long/short U.S. equity fund. The Fund seeks long-term capital appreciation with minimal correlation to the general stock market. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, the Advisor to this Fund. FUND OFFERINGS : GOTHAM The Gotham Index Plus Fund (the "Fund") was created as an investment that seeks to more closely track an index than purely active funds by combining an index investment with an active long/short overlay. The Fund generally seeks 100% net long exposure by being 190% long vs. 90% short (100% index + active long/short overlay). FUND OFFERINGS : GOTHAM The Gotham Large Value Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects from the largest 500 -700 U.S. companies based on market capitalization. The Fund seeks long-term capital appreciation by investing in long positions of equity securities and in doing so aims to achieve a total returngreater than that
CONTACT US : GOTHAM
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. GOTHAM ABSOLUTE RETURN FUND (GARIX) 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect: (i) the Fund obtains long and short exposure through one or more swaps; (ii) effective July 20, 2020, the Fund’s investment advisory fee was reduced from 2.00% to 1.50%; and (iii) Gotham will reduce its annual advisory fee for any fees and HOME PAGE : GOTHAMOVERVIEWFEATURED FUNDSFIND A FUNDCONTACT USFUNDOFFERINGSVIDEO
FEATURED 100% LONG FUNDS. Gotham Large Value Fund (GVALX) The cheapest S&P 500 stocks based on Gotham’s valuations Morningstar TM Click here for the 10/6/2019 WSJ Article Highlighting GVALX FUND OFFERINGS : GOTHAM The Gotham Absolute Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 50%-60% (e.g., 120% long vs. 60% short = 60% net long). The Fund seeks long-term capital appreciation and to achieve positive returns during most annual periods in an efficient, risk-adjusted manner. Joel Greenblatt and Robert Goldstein are FUND OFFERINGS : GOTHAM The Gotham Enhanced Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 100% (e.g., 170% long vs. 70% short = 100% net long). The Fund seeks long-term capital appreciation greater than that of the S&P 500® Index over a full market cycle. Joel Greenblatt and Robert Goldstein are the Managing Principals andCo
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.50-$0.15-0.90%: 13.40%: Gotham Defensive Long 500 FundOVERVIEW : GOTHAM
Overview. Institutional investors and selected wealthy individuals have traditionally had the “opportunity” to invest in private hedge funds. Typically, these funds carry high fees, large minimum investment requirements and long lock-up periods. The Gotham Funds are a series of long/short equity hedge funds available in mutual fundform.
FUND OFFERINGS : GOTHAM The Gotham Neutral Fund (the "Fund") is a market neutral long/short U.S. equity fund. The Fund seeks long-term capital appreciation with minimal correlation to the general stock market. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, the Advisor to this Fund. FUND OFFERINGS : GOTHAM The Gotham Index Plus Fund (the "Fund") was created as an investment that seeks to more closely track an index than purely active funds by combining an index investment with an active long/short overlay. The Fund generally seeks 100% net long exposure by being 190% long vs. 90% short (100% index + active long/short overlay). FUND OFFERINGS : GOTHAM The Gotham Large Value Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects from the largest 500 -700 U.S. companies based on market capitalization. The Fund seeks long-term capital appreciation by investing in long positions of equity securities and in doing so aims to achieve a total returngreater than that
CONTACT US : GOTHAM
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. GOTHAM ABSOLUTE RETURN FUND (GARIX) 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect: (i) the Fund obtains long and short exposure through one or more swaps; (ii) effective July 20, 2020, the Fund’s investment advisory fee was reduced from 2.00% to 1.50%; and (iii) Gotham will reduce its annual advisory fee for any fees andOVERVIEW : GOTHAM
Overview. Institutional investors and selected wealthy individuals have traditionally had the “opportunity” to invest in private hedge funds. Typically, these funds carry high fees, large minimum investment requirements and long lock-up periods. The Gotham Funds are a series of long/short equity hedge funds available in mutual fundform.
FUND OFFERINGS : GOTHAM The Gotham Neutral Fund (the "Fund") is a market neutral long/short U.S. equity fund. The Fund seeks long-term capital appreciation with minimal correlation to the general stock market. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, the Advisor to this Fund. FUND OFFERINGS : GOTHAM The Gotham Defensive Long 500 Fund (the "Fund") is a U.S. large cap long/short strategy that seeks equity like returns with lower volatility than the general stock market. The Fund seeks long-term capital appreciation. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, theAdvisor to
FUND OFFERINGS : GOTHAM The Gotham Enhanced S&P 500 Index Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects primarily from the S&P 500 investment universe. The Fund seeks long-term capital appreciation by investing in long positions of equity securities that comprise the S&P 500 Index in weights based on Gotham's assessment ofvalue
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.61-$0.01-0.06%: 14.16%: Gotham Defensive Long 500 Fund FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.79: $0.09: 0.54%: 15.40%: Gotham Defensive Long 500 Fund FUND OFFERINGS : GOTHAM The Gotham Total Return Fund (the “Fund”) is an allocation strategy that invests in underlying Gotham mutual funds. The underlying fund allocations will be rebalanced according to our assessment of market conditions to manage both net exposure and beta. The Fund seeks long-term capital appreciation by investing in underlying Gotham mutualOVERVIEW : GOTHAM
Mr. Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. For over two decades, Mr. Greenblatt has been a professor on the adjunct faculty at Columbia Business School teaching "Value and Special Situation Investing." MrFUNDVANTAGE TRUST
As permitted by the Securities and Exchange Commission, paper copies of the Gotham Funds’ annual and semi-annual shareholder reports areno longer
THE LEADING AUTHORITY ON VALUE INVESTING INSIGHT EVOLUTION ValueInvestor INSIGHT March 31, 2014 The Leading Authority on Value Investing In Joel Greenblatt’s first incarnation as an investor, he earned outsized returns with a concentrated value strategy HOME PAGE : GOTHAMOVERVIEWFEATURED FUNDSFIND A FUNDCONTACT USFUNDOFFERINGSVIDEO
FEATURED 100% LONG FUNDS. Gotham Large Value Fund (GVALX) The cheapest S&P 500 stocks based on Gotham’s valuations Morningstar TM Click here for the 10/6/2019 WSJ Article Highlighting GVALX FUND OFFERINGS : GOTHAM The Gotham Absolute Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 50%-60% (e.g., 120% long vs. 60% short = 60% net long). The Fund seeks long-term capital appreciation and to achieve positive returns during most annual periods in an efficient, risk-adjusted manner. Joel Greenblatt and Robert Goldstein are FUND OFFERINGS : GOTHAM The Gotham Enhanced Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 100% (e.g., 170% long vs. 70% short = 100% net long). The Fund seeks long-term capital appreciation greater than that of the S&P 500® Index over a full market cycle. Joel Greenblatt and Robert Goldstein are the Managing Principals andCo
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.54: $0.01: 0.06%: 13.68%: Gotham Defensive Long 500 Fund FUND OFFERINGS : GOTHAM The Gotham Neutral Fund (the "Fund") is a market neutral long/short U.S. equity fund. The Fund seeks long-term capital appreciation with minimal correlation to the general stock market. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, the Advisor to this Fund. FUND OFFERINGS : GOTHAM The Gotham Large Value Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects from the largest 500 -700 U.S. companies based on market capitalization. The Fund seeks long-term capital appreciation by investing in long positions of equity securities and in doing so aims to achieve a total returngreater than that
FUND OFFERINGS : GOTHAM The Gotham Index Plus Fund (the "Fund") was created as an investment that seeks to more closely track an index than purely active funds by combining an index investment with an active long/short overlay. The Fund generally seeks 100% net long exposure by being 190% long vs. 90% short (100% index + active long/short overlay).CONTACT US : GOTHAM
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. GOTHAM ABSOLUTE RETURN FUND (GARIX) 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect: (i) the Fund obtains long and short exposure through one or more swaps; (ii) effective July 20, 2020, the Fund’s investment advisory fee was reduced from 2.00% to 1.50%; and (iii) Gotham will reduce its annual advisory fee for any fees and GOTHAM INDEX PLUS FUND (GINDX) 360875579 13.74%: 120% 16.29%: 99.0% $414.8M: Mar-31-15 56.35%: S&P 500 TR INVESTMENT STRATEGY Long/short mutual funds managed by hedgefund
HOME PAGE : GOTHAMOVERVIEWFEATURED FUNDSFIND A FUNDCONTACT USFUNDOFFERINGSVIDEO
FEATURED 100% LONG FUNDS. Gotham Large Value Fund (GVALX) The cheapest S&P 500 stocks based on Gotham’s valuations Morningstar TM Click here for the 10/6/2019 WSJ Article Highlighting GVALX FUND OFFERINGS : GOTHAM The Gotham Absolute Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 50%-60% (e.g., 120% long vs. 60% short = 60% net long). The Fund seeks long-term capital appreciation and to achieve positive returns during most annual periods in an efficient, risk-adjusted manner. Joel Greenblatt and Robert Goldstein are FUND OFFERINGS : GOTHAM The Gotham Enhanced Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 100% (e.g., 170% long vs. 70% short = 100% net long). The Fund seeks long-term capital appreciation greater than that of the S&P 500® Index over a full market cycle. Joel Greenblatt and Robert Goldstein are the Managing Principals andCo
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.54: $0.01: 0.06%: 13.68%: Gotham Defensive Long 500 Fund FUND OFFERINGS : GOTHAM The Gotham Neutral Fund (the "Fund") is a market neutral long/short U.S. equity fund. The Fund seeks long-term capital appreciation with minimal correlation to the general stock market. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, the Advisor to this Fund. FUND OFFERINGS : GOTHAM The Gotham Large Value Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects from the largest 500 -700 U.S. companies based on market capitalization. The Fund seeks long-term capital appreciation by investing in long positions of equity securities and in doing so aims to achieve a total returngreater than that
FUND OFFERINGS : GOTHAM The Gotham Index Plus Fund (the "Fund") was created as an investment that seeks to more closely track an index than purely active funds by combining an index investment with an active long/short overlay. The Fund generally seeks 100% net long exposure by being 190% long vs. 90% short (100% index + active long/short overlay).CONTACT US : GOTHAM
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. GOTHAM ABSOLUTE RETURN FUND (GARIX) 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect: (i) the Fund obtains long and short exposure through one or more swaps; (ii) effective July 20, 2020, the Fund’s investment advisory fee was reduced from 2.00% to 1.50%; and (iii) Gotham will reduce its annual advisory fee for any fees and GOTHAM INDEX PLUS FUND (GINDX) 360875579 13.74%: 120% 16.29%: 99.0% $414.8M: Mar-31-15 56.35%: S&P 500 TR INVESTMENT STRATEGY Long/short mutual funds managed by hedgefund
FUND OFFERINGS : GOTHAM The Gotham Enhanced Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 100% (e.g., 170% long vs. 70% short = 100% net long). The Fund seeks long-term capital appreciation greater than that of the S&P 500® Index over a full market cycle. Joel Greenblatt and Robert Goldstein are the Managing Principals andCo
OVERVIEW : GOTHAM
Overview. Institutional investors and selected wealthy individuals have traditionally had the “opportunity” to invest in private hedge funds. Typically, these funds carry high fees, large minimum investment requirements and long lock-up periods. The Gotham Funds are a series of long/short equity hedge funds available in mutual fundform.
FUND OFFERINGS : GOTHAM The Gotham Defensive Long 500 Fund (the "Fund") is a U.S. large cap long/short strategy that seeks equity like returns with lower volatility than the general stock market. The Fund seeks long-term capital appreciation. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, theAdvisor to
NEW USER REGISTRATION : GOTHAM This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. AS OF MARCH 31, 2021 GOTHAM ENHANCED S&P 500 INDEX FUND 0.65% 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect that Gotham will reduce its annual advisory fee for any fees and expenses the Fund incurs by investing in another mutual fund or ETF advised or sub-advised by Gotham. See the Prospectus and Summary Prospectus for additional details. GOTHAM ENHANCED RETURN FUND (GENIX) 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect: (i) effective July 20, 2020, the Fund’s investment advisory fee was reduced from 2.00% to 1.50%; and (ii) Gotham will reduce its annual advisory fee for any fees and expenses the Fund incurs by investing in another mutual fund or ETF advised AS OF MARCH 31, 2021 GOTHAM LARGE VALUE FUND … 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 The management fee is 0.75%. The expense limitation is 0.75%.* 3 After waivers and reimbursements by the Adviser under the expense limitation agreement. The Adviser has contractually agreed to waive its management fee and/or reimburse expenses to the extent necessary to maintain the total annual fund AS OF MARCH 31, 2021 GOTHAM TOTAL RETURN FUND … 1. Investment minimums are waived to fee-based advisors and certain other investors. 2. The fund does not charge a management fee. The Gross Expense Ratio reflects the management fee and expenses of theunderlying funds.
NEW ACCOUNT APPLICATION New Account Application . FundVantage Trust . IMPORTANT NOTICE – THE USA PATRIOT ACT . To help the government fight the funding of terrorism and money laundering activities, Federal Law requires all financial institutions FV GOTHAM BOOK I AR 093020 FINAL The performance data quoted in this report represents past performance and does not guarantee future results. The investment return and principal value of an investment in a Gotham Fund will fluctuate so that an investor’s shares, when redeemed, may be HOME PAGE : GOTHAMOVERVIEWFEATURED FUNDSFIND A FUNDCONTACT USFUNDOFFERINGSVIDEO
FEATURED 100% LONG FUNDS. Gotham Large Value Fund (GVALX) The cheapest S&P 500 stocks based on Gotham’s valuations Morningstar TM Click here for the 10/6/2019 WSJ Article Highlighting GVALX FUND OFFERINGS : GOTHAM The Gotham Absolute Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 50%-60% (e.g., 120% long vs. 60% short = 60% net long). The Fund seeks long-term capital appreciation and to achieve positive returns during most annual periods in an efficient, risk-adjusted manner. Joel Greenblatt and Robert Goldstein are FUND OFFERINGS : GOTHAM The Gotham Enhanced Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 100% (e.g., 170% long vs. 70% short = 100% net long). The Fund seeks long-term capital appreciation greater than that of the S&P 500® Index over a full market cycle. Joel Greenblatt and Robert Goldstein are the Managing Principals andCo
OVERVIEW : GOTHAM
Overview. Institutional investors and selected wealthy individuals have traditionally had the “opportunity” to invest in private hedge funds. Typically, these funds carry high fees, large minimum investment requirements and long lock-up periods. The Gotham Funds are a series of long/short equity hedge funds available in mutual fundform.
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.54: $0.01: 0.06%: 13.68%: Gotham Defensive Long 500 Fund FUND OFFERINGS : GOTHAM The Gotham Large Value Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects from the largest 500 -700 U.S. companies based on market capitalization. The Fund seeks long-term capital appreciation by investing in long positions of equity securities and in doing so aims to achieve a total returngreater than that
FUND OFFERINGS : GOTHAM The Gotham Index Plus Fund (the "Fund") was created as an investment that seeks to more closely track an index than purely active funds by combining an index investment with an active long/short overlay. The Fund generally seeks 100% net long exposure by being 190% long vs. 90% short (100% index + active long/short overlay).CONTACT US : GOTHAM
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. GOTHAM ABSOLUTE RETURN FUND (GARIX) 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect: (i) the Fund obtains long and short exposure through one or more swaps; (ii) effective July 20, 2020, the Fund’s investment advisory fee was reduced from 2.00% to 1.50%; and (iii) Gotham will reduce its annual advisory fee for any fees and NEW ACCOUNT APPLICATION FUNDVANTAGE TRUST table of contents traditional and roth ira application and adoption agreement instructions 2 application and adoption agreement 3 certification of rollover assets 7 HOME PAGE : GOTHAMOVERVIEWFEATURED FUNDSFIND A FUNDCONTACT USFUNDOFFERINGSVIDEO
FEATURED 100% LONG FUNDS. Gotham Large Value Fund (GVALX) The cheapest S&P 500 stocks based on Gotham’s valuations Morningstar TM Click here for the 10/6/2019 WSJ Article Highlighting GVALX FUND OFFERINGS : GOTHAM The Gotham Absolute Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 50%-60% (e.g., 120% long vs. 60% short = 60% net long). The Fund seeks long-term capital appreciation and to achieve positive returns during most annual periods in an efficient, risk-adjusted manner. Joel Greenblatt and Robert Goldstein are FUND OFFERINGS : GOTHAM The Gotham Enhanced Return Fund (the "Fund") is a long/short U.S. equity fund with a net long exposure of 100% (e.g., 170% long vs. 70% short = 100% net long). The Fund seeks long-term capital appreciation greater than that of the S&P 500® Index over a full market cycle. Joel Greenblatt and Robert Goldstein are the Managing Principals andCo
OVERVIEW : GOTHAM
Overview. Institutional investors and selected wealthy individuals have traditionally had the “opportunity” to invest in private hedge funds. Typically, these funds carry high fees, large minimum investment requirements and long lock-up periods. The Gotham Funds are a series of long/short equity hedge funds available in mutual fundform.
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.54: $0.01: 0.06%: 13.68%: Gotham Defensive Long 500 Fund FUND OFFERINGS : GOTHAM The Gotham Large Value Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects from the largest 500 -700 U.S. companies based on market capitalization. The Fund seeks long-term capital appreciation by investing in long positions of equity securities and in doing so aims to achieve a total returngreater than that
FUND OFFERINGS : GOTHAM The Gotham Index Plus Fund (the "Fund") was created as an investment that seeks to more closely track an index than purely active funds by combining an index investment with an active long/short overlay. The Fund generally seeks 100% net long exposure by being 190% long vs. 90% short (100% index + active long/short overlay).CONTACT US : GOTHAM
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. GOTHAM ABSOLUTE RETURN FUND (GARIX) 1 Investment minimums are waived to fee-based advisors and certain other investors. 2 Effective February 1, 2021, the prospectus was updated to reflect: (i) the Fund obtains long and short exposure through one or more swaps; (ii) effective July 20, 2020, the Fund’s investment advisory fee was reduced from 2.00% to 1.50%; and (iii) Gotham will reduce its annual advisory fee for any fees and NEW ACCOUNT APPLICATION FUNDVANTAGE TRUST table of contents traditional and roth ira application and adoption agreement instructions 2 application and adoption agreement 3 certification of rollover assets 7OVERVIEW : GOTHAM
Overview. Institutional investors and selected wealthy individuals have traditionally had the “opportunity” to invest in private hedge funds. Typically, these funds carry high fees, large minimum investment requirements and long lock-up periods. The Gotham Funds are a series of long/short equity hedge funds available in mutual fundform.
FUND OFFERINGS : GOTHAM The Gotham Neutral Fund (the "Fund") is a market neutral long/short U.S. equity fund. The Fund seeks long-term capital appreciation with minimal correlation to the general stock market. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, the Advisor to this Fund. FUND OFFERINGS : GOTHAM The Gotham Defensive Long 500 Fund (the "Fund") is a U.S. large cap long/short strategy that seeks equity like returns with lower volatility than the general stock market. The Fund seeks long-term capital appreciation. Joel Greenblatt and Robert Goldstein are the Managing Principals and Co-CIOs of Gotham Asset Management, LLC, theAdvisor to
FIND A FUND : GOTHAM Fund Name Ticker Nav Change ($) Daily Return (%) YTD Return (%) Gotham Absolute Return Fund: GARIX: $16.59-$0.06-0.36%: 14.02%: Gotham Defensive Long 500 Fund FUND OFFERINGS : GOTHAM The Gotham Enhanced S&P 500 Index Fund (the “Fund”) is a value weighted long-only U.S. equity strategy that selects primarily from the S&P 500 investment universe. The Fund seeks long-term capital appreciation by investing in long positions of equity securities that comprise the S&P 500 Index in weights based on Gotham's assessment ofvalue
FUND OFFERINGS : GOTHAM The Gotham Total Return Fund (the “Fund”) is an allocation strategy that invests in underlying Gotham mutual funds. The underlying fund allocations will be rebalanced according to our assessment of market conditions to manage both net exposure and beta. The Fund seeks long-term capital appreciation by investing in underlying Gotham mutual NEW USER REGISTRATION : GOTHAM This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.OVERVIEW : GOTHAM
Mr. Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. For over two decades, Mr. Greenblatt has been a professor on the adjunct faculty at Columbia Business School teaching "Value and Special Situation Investing." Mr GOTHAM TOTAL RETURN FUND 3 Fund will be in the range of approximately 40% – 85% during normal market conditions. The Fund’s allocation to the underlying funds and investments may be rebalanced based on the Adviser’s current assessment of market conditions. GOTHAM ABSOLUTE RETURN FUND 3 • Identifying and excluding companies that do not conform to the Adviser’s valuation methodology or companies judged by the Adviser to have questionable financial reporting; • Updating the analysis for earning releases, annual (Form 10-K) and quarterly (Form 10-Q) reports and other corporate filings; and • Recording analysis in a centralized database enabling the Adviser to compare* Contact Us
* |
* Account Access
* |
* Advisor Resources
* Login
* Home
* Overview
* Featured Funds
* Gotham Index Plus (GINDX) 100% Net Long Index Investment + Long/Short Overlay * Gotham Large Value Fund (GVALX)100% Long
* Gotham Total Return Fund (GTRFX)Allocation Strategy
* Gotham Enhanced S&P 500 Index Fund (GSPFX)100% Long
* Gotham Defensive Long 500 Fund (GDLFX) 100% Net Long* (e.g, 190% Long - 90% Short)* Find A Fund
* Purchase Funds
* Gotham Index Plus (GINDX) 100% Net Long Index Investment + Long/Short Overlay * Gotham Large Value Fund (GVALX)100% Long
* Gotham Total Return Fund (GTRFX)Allocation Strategy
* Gotham Enhanced S&P 500 Index Fund (GSPFX)100% Long
* Gotham Defensive Long 500 Fund (GDLFX) 100% Net Long* (e.g, 190% Long - 90% Short)* Advisor Resources
LONG-ONLY AND LONG/SHORT MUTUAL FUNDS Managed by hedge fund managers Joel Greenblatt and Robert Goldstein*
FEATURED 100% LONG FUNDS Gotham Index Plus Fund (GINDX) Index investment + active long/short overlay of S&P 500 stocksMorningstar TM
Gotham Large Value Fund (GVALX) The cheapest S&P 500 stocks based on Gotham’s valuations Overall Morningstar Rating TM __________ (Large Value - 1094 Funds) **NEW** Click here for the 10/6/2019 WSJ Article Highlighting GVALX Gotham Enhanced S&P 500 Index Fund (GSPFX) S&P 500 universe reweighted based on Gotham’s valuations (instead ofmarket-cap)
Overall Morningstar Rating TM ________ (Large Blend - 1215 Funds)*
FEATURED ALTERNATIVE FUNDS Gotham Defensive Long 500 Fund (GDLFX) Long/short fund comprised of S&P 500 stocks which seeks full market exposure with lower beta Overall Morningstar Rating TM Gotham Total Return Fund (GTRFX) Long/short fund that invests in several of Gotham’s funds based on our view of the markets Overall Morningstar Rating TM Gotham Neutral 500 Fund (GONFX) Long/short fund with minimal correlation to the general stock market Overall Morningstar Rating TM The Morningstar RatingTM (“star rating”) applies to managed products (funds, variable subaccounts, and separate accounts) at least three years old. Exchange-traded and open-end mutual funds are combined into a single population. The rating is based on a Morningstar Risk-Adjusted Return, measuring variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and consistent performance. The top 10% of products in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating is a weighted average of the three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The ratings quoted above for GVALX and GSPFX were for the 3-year period ending 02/29/2020. © 2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. 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. Certain funds short securities and/or utilize leverage. 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. The use of derivatives such as swaps exposes the funds to additional risks including increased volatility, lack of liquidity and possible losses greater than the fund’s initial investment. 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. Please see each Fund’s prospectus and fact sheet foradditional risks.
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 877-974-6852. THE PROSPECTUSES AND SUMMARY PROSPECTUSES SHOULD BE READ CAREFULLY BEFORE INVESTING. Gotham Funds, which are registered with the United States Securities and Exchange Commission pursuant to the Investment Company Act of 1940, are distributed by Foreside Funds Distributors LLC (“Foreside”). Gotham Asset Management, LLC is the investment adviser to the Gotham Funds and is not affiliated with Foreside. GOTHAM, GOTHAM FUNDS, GOTHAM CAPITAL and GOTHAM ASSET MANAGEMENT are trademarks owned and/or registered by Gotham Asset Management, LLC. Copyright 2020, Gotham Asset Management, LLC | Contact Us| Privacy Policy
| Terms and ConditionsDetails
Copyright © 2024 ArchiveBay.com. All rights reserved. Terms of Use | Privacy Policy | DMCA | 2021 | Feedback | Advertising | RSS 2.0