About CPIEX
The Counterpoint Tactical Equity Fund Class I is a specialized mutual fund centered on a dynamic long-short equity strategy, aiming for both capital appreciation and preservation. It primarily invests at least 80% of its assets in a diversified portfolio of equity instruments, including domestic and international stocks, preferred shares, depository receipts, equity swaps, options, and index futures—expanding its reach across various market capitalizations and sectors. What sets the Counterpoint Tactical Equity Fund Class I apart is its proprietary algorithmic model, which adjusts the fund’s risk exposure based on market conditions; during favorable periods, it increases equity exposure, while in downturns, it aims for a market-neutral posture. This risk-responsive approach is designed to minimize downside volatility and provide returns uncorrelated to broader market movements, making the fund a potential diversifier within a broader investment portfolio. With a strong focus on managing exposure to market, sector, and currency risks, the Counterpoint Tactical Equity Fund Class I leverages tactical investing to identify and capitalize on mispricing opportunities in global markets.
Fund Family Counterpoint Mutual Funds
Category Long-Short Equity
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CPIEX
Share Class Class I Shares
Index S&P 500 TR
CPIEX had a total return of 6.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.11%.
