The Fund is managed according to the same investment principals, philosophy and execution of approach as EIP’s US equity All-Cap Value Strategy, which seeks to achieve long-term capital growth by investing in a portfolio of undervalued US equities.
The portfolio consists of 25-40 of our best value investment ideas, across all market caps. The Easterly US Value Equity Fund is managed by EIP Co-CIO & Portfolio Manager Jack Murphy.
The EIP team subjects each name to a rigorous, fundamental research process and uses predictive analysis to help identify the presence of a catalyst that will unlock value.
This process seeks above-average returns with below-average risk. The Fund is benchmarked to the Russell 3000 Value.
The Easterly US Value Equity Fund, available through Heptagon Capital’s UCITS fund company, is registered for sale in:
Austria, Denmark, Finland, France, Germany, Ireland, Italy, Luxembourg, Netherlands, Norway, Spain, Sweden, Switzerland and the United Kingdom.