STRATEGY
Our investment strategy seeks to outperform the S&P 500 Total Return Index by focusing on long-term capital appreciation through fundamental investing. We target companies trading below their fair value with catalysts for future growth, prioritizing innovative businesses with a clear value proposition and strong growth potential.
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Growth-Oriented, U.S. Equities
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Long Only, No Leverage
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High Conviction, “Best Ideas”
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Horizon of 3+ Years
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ETF Structure
As of September 30, 2024 | Since inception of July 1, 2012. Past performance is not indicative of future results. See below for additional disclosures.
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Past performance is not a guarantee or indicator of future results. The performance information shown for Long Only Equity Growth Fund is calculated net of fees and expenses. The performance figures are for investments made at the inception of the Fund and include the reinvestment of dividends, interest, and other earnings. An individual investor’s actual returns may differ from the results shown above for reasons such as the timing of subscriptions and redemptions. Past performance is not an indication of future performance and there can be no assurance that either Fund will meet its investment objectives or achieve results in line with those presented in these materials. The performance results are unaudited and subject to change. These materials are for informational use only and should not be considered investment advice or an offer to sell any product. The information discussed and shown here is not a recommendation to buy or sell a particular security or to invest in any particular sector. Forward-looking statements are not guaranteed. You should not assume that any of the securities transactions, sectors or holdings discussed in these reports are or will be profitable, or that recommendations Nightview make in the future will be profitable or equal the performance of the securities discussed. There is no assurance that any securities, sectors or industries discussed herein will be included or excluded from a client’s portfolio. Nightview reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The discussions, outlooks and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. The S&P 500 TR is provided for illustrative purposes only, is unmanaged, reflects reinvestment of income and dividends and does not reflect the impact of advisory fees. Investors cannot invest directly in an index. Comparisons to indexes have limitations because indexes have volatility and other material characteristics that may differ from a particular hedge fund. For example, a fund may typically hold substantially fewer securities than are contained in an index. Indices also may contain securities or types of securities that are not comparable to those traded by a hedge fund. Therefore, a hedge fund’s performance may differ substantially from the performance of an index. Because of these differences, indices should not be relied upon as an accurate measure of comparison. In addition, data used in the benchmarks are obtained from sources considered to be reliable, but Nightview makes no representations or guarantees with regard to the accuracy of such data.
At a high level, we believe the clearest path to compounding is by taking a proactive and highly selective approach to stock selection. In a world that’s increasingly filled with noise, we’re focused on finding the signal. That means doing deep, intensive research to find what we believe are the best opportunities across the market.
When we see upside ahead, we’re not afraid to size up a position. Our view is that concentration is essential to outperform the indices over a multi-year period.
We typically include 15 to 25 securities in our portfolios. Because of our long-term approach to investing, we expect low turnover.
© 2024 Nightview Capital LLC.
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The opinions expressed herein are those of Nightview Capital and are subject to change without notice. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Forward-looking statements cannot be guaranteed. Nightview Capital, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration with the SEC does not imply a certain level of skill or training. More information about Nightview Capital, LLC including our investment strategies, fees and objectives, can be found in our Form ADV Part 2, which is available upon request.