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Funds  /  The Benjamin Fund

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$36.3K

Assets Under Management

0%

Management Fee

15%

Performance Fee

39.95%

2024 Annual Return (IRR) 

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.

Portfolio

Take a look at the largest holdings within The Benjamin portfolio. To learn more about these positions, dive into our quarterly and annual reports published on our investor relations page.

The Manager

Matthew Vargas serves as the sole portfolio manager of The Benjamin Fund, channeling his dedication to finding overlooked and undervalued equities into delivering consistent results. He has always had a passion for finance, driven by curiosity and a love for a good story. His journey in finance began when a post-COVID market presented opportunities to buy high-potential companies at excellent prices. With a sharp eye for overlooked businesses and a methodical approach to research, he found early success and quickly developed an investing style focused on turnarounds and hidden long-term value. Matthew practices strategies such as cyclical recovery and growth at a reasonable price, emphasizing meticulous analysis and disciplined decision-making.

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