Gotham offers diversified long/short equity mutual funds which utilize the valuation principles Joel Greenblatt and Robert Goldstein have employed over their 50+ years of combined investment experience.
Morningstar Fee Update
Recently, Morningstar updated expenses to include the dividends and interest owed on a fund’s short positions. Most of Gotham’s mutual funds have long and short exposures comprised of individual equities. Morningstar’s expenses do not take into account dividends earned on long positions nor interest income earned on short positions. The updated methodology causes the expense ratios to appear higher even though fees and operating expenses have not changed.
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ALL CAP STRATEGIES
Gotham Absolute Return Fund (GARIX)
50%-60% Net Long*
(e.g., 120% long - 60% short)
Gotham Enhanced Return Fund (GENIX)
100% Net Long*
(e.g., 170% long - 70% short)
Gotham Neutral Fund (GONIX)
Gotham Total Return Fund (GTRFX)
ENHANCED INDEX STRATEGIES
Gotham Index Plus (GINDX) 100% Net Long Index Investment + Active Long/Short Overlay
Gotham Large Value Fund (GVALX)