About HLPPX
LDR Real Estate Value Opportunity Fund - P Class is a mutual fund focused on delivering long-term capital growth and current income by investing primarily in real estate-related securities. The fund typically allocates at least 80% of its net assets to real estate investment trusts (REITs) and real estate operating companies, targeting entities with underlying property assets that, in the adviser's view, are trading below intrinsic value. Its investment universe spans various real estate sectors, including apartments, healthcare facilities, hotels, industrial complexes, offices, and shopping centers, providing broad exposure to the property market.
The fund adopts a value-oriented and income-focused strategy, seeking opportunities where real estate fundamentals and market dynamics align to create potential for appreciation and yield. While it is permitted to use leverage and short positions, its approach remains predominantly long-biased, keeping the portfolio more exposed to investments expected to benefit from property market trends. In addition to core holdings, the fund may allocate assets to cash or short-term instruments for liquidity and risk management purposes. By focusing on real estate equities across various market capitalizations—including small, mid, and micro-cap companies—the fund aims to capitalize on diverse growth opportunities within the real estate sector.
Fund Family REMSGroup
Category Real Estate
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol HLPPX
Share Class Platform Shares
Index MSCI US REIT TR
HLPPX had a total return of 6.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.58%.
