AXS Alternative Value Fund Investor Class (COGLX)
AXS Alternative Value Fund Investor Class operates in the Asset Management industry of the Financial Services sector. The stock last traded at $11.45, up 0.00% on the session, giving a market capitalisation of $13.2M. Its beta of 0.78 implies it has historically moved less than the broad market.
This fund's primary objective is to achieve substantial capital appreciation over an extended period. To meet this goal, it invests in shares of U.S. companies that the Advisor identifies as undervalued and likely to increase in worth. Typically, its holdings consist of common stocks from businesses that are components of the S&P 500® Index. The fund maintains flexibility, allowing it to invest across diverse industries and economic sectors. The Advisor employs its exclusive ROTA/ROME® methodology for both selecting individual securities and structuring the overall portfolio. This proprietary approach specifically analyzes a company's Return on Total Assets and its Return on Market Value of Equity.
AXS Alternative Value Fund Investor Class is most often compared with the following Financial Services names: