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The investment seeks to outperform the S&P 500® Index over most annual periods. The fund invests in long and short positions of equity and equity-related securities. The Adviser will invest a portion of the assets in securities intended to track the performance of the S&P 500® Index and additional exposure to a long/short portfolio, consisting of long and short positions, generally selected from the largest 500 to 700 U.S. companies by market capitalization. The fund is not a passive index fund, but instead utilizes an enhanced index or "index plus" strategy.
Name | Title | Since | Until |
---|---|---|---|
Joel Greenblatt | Managing Principal | 2015 | Now |
Biography | Joel Greenblatt, Managing Principal and Co-Chief Investment Officer for Gotham Asset Management, LLC. Mr. Greenblatt serves as a Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to the investment advisory business of Gotham Capital, an investment firm he founded in 1985. For over two decades, Mr. Greenblatt has been a professor on the adjunct faculty at Columbia Business School teaching “Value and Special Situation Investing.” Mr. Greenblatt serves on the Board of Directors of Pzena Investment Management, Inc., a global investment management firm. He formerly served on the Investment Boards of the University of Pennsylvania and the UJA Federation. Mr. Greenblatt is a New York Times bestselling author of “The Little Book that Beats the Market (Wiley, 2005), as well as “You Can Be A Stock Market Genius” (Simon & Schuster, 1997), “The Little Book that Still Beats the Market” (Wiley, 2010), “The Big Secret for the Small Investor” (Random House, 2011), and “Common Sense: The Investor’s Guide to Equality, Opportunity”, and “Growth” (Columbia Business School Publishing, 2020). He was formerly the Chairman of the Board of Alliant Techsystems, an NYSE-listed aerospace and defense contractor. He holds a BS (1979), and an MBA (1980) from the Wharton School of the University of Pennsylvania. | ||
Robert Goldstein | Co-Chief Investment Officer | 2015 | Now |
Biography | Robert Goldstein, Managing Principal and Co-Chief Investment Officer for the Gotham Asset Management, LLC. Mr. Goldstein serves as a Managing Principal and Co-Chief Investment Officer of Gotham, the successor to the investment advisory business of Gotham Capital, which he joined in 1989. Mr. Goldstein also founded and served as Managing Partner (1989 – 1997) of Metropolis Partners, a value and special situation investment partnership managing capital on behalf of institutions and wealthy individuals before returning capital to outside investors at the end of 1997. Mr. Goldstein currently serves on the Board of Trustees of the Museum of the City of New York. He holds a BA (1988), magna cum laude, from Tufts University. |
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