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GURU GREENBLATT

High RiskEQUITY
Issued by: Kristal.AI
Unit Price (NAV) : $
Minimum investment: NaN unit
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GURU GREENBLATT

About Kristal

Joel Greenblatt (born December 13, 1957) is an American academic, hedge fund manager, investor, and writer. He is a value investor, and adjunct professor at the Columbia University Graduate School of Business. He is the former chairman of the board of Alliant Techsystems and founder of the New York Securities Auction Corporation. He is also a director at Pzena Investment Management, a high-end value firm.

Known for the invention of Magic Formula Investing, and founder of the New York Securities Auction Corporation (NYSAC). He is also the founder and managing partner of Gotham Asset Management, LLC. On top of that, he is the author of two investment books, including Joel Greenblatt: The little Book that Beats the Market. He is also an Adjunct Professor with Columbia Business School.

Kristal Advisors looks at the latest SEC filings as well as information available from the web via Joel Greenblatt and Gotham Asset Management related new items to narrow down on a top 10 to 15 stock portfolio. This portfolio is adjusted for any hedges in the form of Puts and Calls the manager has and final composition is bought within 2 months of the relevant quarter end.

Returns

Returns1Y3Y
GURU GREENBLATT10.20%15.92%

Projected Returns

Investment ofper month
gives returns of :
at 15.92% / annum
$in 3 years
amount
for a time period of
time1Y3Y
Returnsbased on historic returns of 15.92% per annum
$
$
$+ 15.92

Scheme Information

Sharpe 0.19
Volatility 93.84%
Max drawdown -58.70%

Dealing Information

Subscription & redemption: Daily
Valuation: Daily
Notice period for subscription: 1 business day
Notice period of redemption: 2 business days
Redemption settlement: 5 business days

Strategy - How is this Kristal managed ?

Equity

100%
Equity

References

Equity

GURU GREENBLATT