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Sunday, May 26, 2013

Event-Driven Mutual Fund Focused on 13D Filings
The 13D Activist Fund (DDDIX) is the only mutual fund that offers investors exposure to shareholder activism as an investment strategy. The Fund was founded by Ken Squire, who has been operating the premier research service on shareholder activism for the institutional community since 2006.

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Q&A With Founder Ken Squire
13D Activist Fund Takes a Distinct Investment Approach
New York (December 31, 2012) – The 13D Activist Fund (DDDIX), the only mutual fund that offers investors exposure to shareholder activism as an investment strategy, turned in one year performance of 21.27%, net of fees and expenses, that beat the S&P 500 by 5.27%. The 13D Activist Fund is an event driven mutual fund that focuses on and analyzes 13D filings for investment opportunities. [Read more...]
Quick Fund Facts
  • 13D Activist Fund is the only mutual fund that provides an expert exposure to activist investing.
  • Managed by Ken Squire, founder of 13D Monitor, the leading qualitative activist research product to the institutional market.
  • Invests in companies that are the subject of what the Fund management believes to be the most compelling 13D filings of activist investors.
  • Follows 10–15 different activists in 20–40 different positions.
  • Fund Manager analyzes the 13D event, including the track record of activist, type of activism employed, sector and chances of a successful activist campaign.
  • Used in Portfolios as a core mid-cap, core all-cap and an alternative investment.
Portfolio Manager Interviews
Investment Process
The 13D Activist Fund seeks to invest in 20 to 40 activist situations which we believe will successfully lead to the realization of enhanced shareholder value. We analyze each 13D event and makes a decision as to how much, if any, to allocate to the Fund. The investment decision is based primarily on an analysis of the history/track record of the activist, type of activism employed, sector and probability of a success. The decision is based primarily on an analysis of the 13D event. [Read more...]
In the News
HEDGE FUND ALERT
Activist hedge fund managers are projecting continued growth for a mutual fund that shadows their positions. Ken Squire’s 13D Management started this year with $6 million in its 13D Activist Fund and since then has added $8 million to $10 million of assets per month — finishing the first quarter with $32 million. [Read more...]
Source: HEDGE FUND ALERT - April 24, 2013
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