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Mutual funds

Cognios Capital expands availability of market neutral large cap mutual fund


Cognios Capita has expanded the availability of its Market Neutral Large Cap Fund to include Charles Schwab, Fidelity and Pershing.

Introduced earlier this year, Cognios Capital’s mutual fund is distributed by ALPS Distributors.
“Retail investors are showing a growing interest in alternative investment strategies in order to improve the overall risk-adjusted performance of their portfolios,” says Jim Stowers III, advisory board member at Cognios Capital. “We believe Cognios’ propriety market-neutral strategy provides real value to our investors.”
"Access to our fund on these three prominent platforms gives advisors an easier way to include an alternative, uncorrelated strategy in their clients’ investment portfolios,” says Jon Angrist, president and chief investment officer of Cognios Capital. “We’re excited to expand distribution of this product to reach more advisors and more individual investors as we continue to focus on growing our asset base.”
The fund employs Cognios’ proprietary ROTA/ROME valuation method, a fundamental quantitative stock selection approach that focuses on a company’s Return on Tangible Assets (ROTA) and Return on Market Value of Equity (ROME). This strategy seeks to determine a company’s intrinsic value and compare that value to the current market price of its stock.
The no-load fund offers two classes of shares – an Investor Class (COGMX) and an Institutional Class (COGIX). The minimum investment is USD1,000 for the Investor Class and USD100,000 for the Institutional Class. 

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