AXS Chesapeake Strategy Fund Class I (EQCHX) Research

The AXS Chesapeake Strategy Fund Class I employs a dual investment strategy. One component involves an actively managed portfolio primarily focused on fixed-income securities. This segment holds highly liquid assets such as cash, cash equivalents, short-term U.S. government debt (with maturities under one year), and money market funds. The second part of its strategy allocates capital, either directly or indirectly, to a diversified array of derivative instruments. These instruments, which include futures, forwards, options, spot contracts, and swaps, are deployed across a broad spectrum of global markets. This diversified exposure covers various asset classes, including equities (stocks), fixed income (bonds), currencies, and commodities.

Market snapshot

Symbol
EQCHX
Price
$9.74
Day change
+0.10%
Market cap
$13.8M
52-week range
7.91-10.95
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Aberdeen China A Share Equity Fund Institutional Class (GOPIX)
  • Gotham Total Return Institutional (GTRFX)
  • Monteagle Opportunity Equity Fund Institutional Class (HEQCX)
  • Catalyst/SMH High Income Fund Cl I (HIIIX)
  • The Kinetics Multi-Disciplinary Income Fund No Load Class (KMDNX)
  • ProShares - Ultra PLTR (PLTA)
  • Rockefeller New York Municipal Bond ETF (RMNY)
  • Rydex Energy Inv (RYEIX)

Open AXS Chesapeake Strategy Fund Class I (EQCHX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.