Three elements make Winvest unique among hedge fund companies.
1.) Winvest posts the investment results of its unified account to its website.
2.) The fund actively seeks 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.
3.) Winvest has industry-leading high-hurdle-rates, so the investor only pays for top-level 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.