What Makes Winvest Different?
Seven 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 has the industry’s highest high-hurdle rates starting at 15%, so the investor only pays for noteworthy performance. Industry standard is 7-10%.
4.) Winvest allows for quarterly redemptions in any amount; extremely rare among hedge fund companies.
5.) Winvest has no lockup period.
6.) Performance fees, if any, are paid at the end of the investment period to maximize time generating returns for fund investors. This contrasts with high-water mark fees that are common in the industry that take performance fees monthly.
7.) Winvest investors receive 4.58% interest on uninvested cash balances, accruing daily, paid monthly.
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.
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.