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Fund Overview
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$120.0K
Assets Under Management
0%
Management Fee
15%
Performance Fee
26.1%
Annualized Return Rate
Key Strategies
Fundamental Long-Short
Credit Risk Analysis
Cyclical Recovery
Deep Value
Sectors
Technology
Consumer Discretionary
Financials
Industrials
Real Estate
About The Benjamin Fund
The Benjamin Fund is an actively managed portfolio exclusively overseen by portfolio managers dedicated to uncovering hidden value in equity markets. Focusing on overlooked opportunities, the fund specializes in credit analysis and investing in overleveraged and out-of-favor businesses and industries with strategic recovery and growth plans. It targets companies with strong bottom-line fundamentals, including robust margins, consistent EPS growth, and healthy cash flows. The Benjamin Fund expertly balances risk and return, with a strategy engineered to amplify winning stocks and subdue the losing ones.
The Managers
Matthew Vargas serves as the portfolio manager of The Benjamin Fund, alongside VP Amanuel Sileshi, channeling their dedication to finding overlooked and undervalued equities into delivering consistent results. With a sharp eye for overlooked businesses and a methodical approach to research, they found early success and quickly developed an investing style focused on turnarounds and hidden long-term value. The duo practices strategies such as cyclical recovery and growth at a reasonable price, emphasizing meticulous analysis and disciplined decision-making.