ZIG
The Acquirers Fund
📎 Investment Objective
The Acquirers Fund (ZIG) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued companies that have strong balance sheets and are trading at a discount to their intrinsic value.
Overview
ETF tracking The Acquirers Fund
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Acquirers Fund (ZIG) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued companies that have strong balance sheets and are trading at a discount to their intrinsic value.
🎯 Investment Strategy
The fund uses a deep value investing approach, identifying potential acquisition targets and investing in companies that the portfolio manager believes are trading at a significant discount to their true worth. The fund aims to capitalize on the 'acquirer's multiple' - the difference between a company's market value and its intrinsic value.
✨ Key Features
- Actively managed deep value fund focused on undervalued companies
- Seeks to identify potential acquisition targets trading at a discount
- Concentrated portfolio of 20-30 holdings
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Concentrated portfolio risk - the fund's performance is heavily dependent on a small number of holdings
- Value investing risk - the fund's focus on undervalued companies may underperform during growth-oriented market environments
- Liquidity risk - the fund may have difficulty buying or selling certain securities due to low trading volume
- Sector/industry risk - the fund may be more exposed to risks in certain sectors or industries
👤 Best For
The Acquirers Fund may be suitable for long-term investors with a high-risk tolerance who are seeking exposure to a concentrated portfolio of deeply undervalued companies with the potential for significant capital appreciation. This fund is best suited for investors who can withstand the volatility that may come with a deep value investing approach.