Cognios Capital has launched the Cognios Large Cap Value Fund and the Cognios Large Cap Growth Fund.
The two funds join Cognios’ flagship fund, the Cognios Market Neutral Large Cap Fund.
“This is an exciting time at Cognios as we look to expand our offering for individual and institutional investors,” says Gary DiCenzo (pictured), chief executive officer at Cognios. “We are excited to launch two new mutual funds following expressed demand from investment advisers for access to more of our existing institutional long-only strategies.”
The Cognios Large Cap Value Fund is being launched following demand from existing clients for access to the strategy employed in the long portfolio of Cognios’ market neutral fund. It seeks long-term growth of capital by purchasing equity securities of US companies that the adviser believes are undervalued and likely to appreciate. The adviser selects securities for purchase using its ROTA/ROME investment philosophy.
The Cognios Large Cap Growth Fund seeks long-term growth of capital by purchasing equity securities that the adviser believes are likely to appreciate. The Growth Fund also uses proprietary quantitative models developed by Cognios in its portfolio construction and investment selection process but in addition to evaluating companies’ fundamental characteristics, the Growth Fund also considers stock price trends of the investment candidates.
Jonathan Angrist, president and chief investment officer at Cognios Capital, leads the team that will manage both of the funds. The funds are co-managed by Brian Machtley and Francisco Bido. The team has combined experience of more than 50 years.
“Our fundamental quantitative stock selection and portfolio construction methodology continues to appeal to investors and advisors because it is inherently transparent and makes logical business sense. This sentiment from investors and advisors has encouraged us to continue to expand our mutual fund offering,” says Angrist.