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Funds / The Benjamin Fund
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$86.0K
Assets Under Management
0%
Management Fee
15%
Performance Fee
39.95%
2024 Annual Return
Key Strategies
Fundamental Long-Short
Equity Capital Markets
Cyclical Recovery
Credit Risk Analysis
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 a single portfolio manager 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 and Amanuel Sileshi serve as the portfolio managers of The Benjamin Fund, 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.