What Makes Winvest Different?
Four elements make Winvest unique among hedge fund companies.
1.) Winvest utilizes an investment cycle that begins at the same time for all of its fund investors. This contrasts with traditional investment management customs in which investors are typically admitted at different times, and generally have dissimilar portfolios. The benefit of Winvest’s design is a single investment portfolio history that can be publicly available rather than different investment histories for different fund investors.
2.) Winvest posts the investment results of its unified account to its website.
3.) Winvest prioritizes mitigating systematic risk by actively seeking to avoid bear markets, such as those following the bubble of 2000, and the Great Recession of 2008 by taking a top-down macroeconomic outlook for asset bubbles.
4.) Winvest has industry-leading high-hurdle-rates, so the investor only pays for noteworthy performance.
Winvest employs a long-only investment approach which ranges from 53-103 weeks, depending on the portfolio product. We believe that maintaining this investment time frame will serve the fund’s track record and its investors well. We are a value investing hedge fund—specializing and investing exclusively in S&P 500 companies.
When Are Investments Made?
Investments are made in the first half of January of a given year.
Why Is The Holding Period 53-103 Weeks?
This time frame maximizes profit potential and is also tax-smart, making fund profits pass-through, long-term capital gains. This timeframe also coincides with the expiration of selected stock option contracts.