Eventide Exponential Technologies Fund (ETIEX) Research

Under typical market conditions, the Eventide Exponential Technologies Fund commits a minimum of 80% of its total capital (including any borrowed funds used for investment) to enterprises within the technology sector. Its primary strategy for securing exposure to these technological innovators involves allocating capital to various equity instruments. These encompass common shares, preferred stock, options contracts, and debt that can be converted into equity. Furthermore, the fund possesses the flexibility to invest in private businesses or other entities whose securities might be subject to legal or contractual resale limitations, or that are generally considered illiquid. Notably, this fund operates with a non-diversified investment mandate.

Market snapshot

Symbol
ETIEX
Price
$18.25
Day change
+3.63%
Market cap
$85.8M
52-week range
12.33-18.25
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Chase Growth Fund (CHASX)
  • Driehaus Event Driven Fund (DEVDX)
  • Janus Henderson Small-Mid Cap Value Fund (JSVSX)
  • Janus Henderson Small-Mid Cap Value Fund (JVSAX)
  • Janus Henderson Small-Mid Cap Value Fund (JVSCX)
  • Janus Henderson Small-Mid Cap Value Fund (JVSNX)
  • Lord Abbett Focused Small Cap Value Fund (LMVYX)
  • Reynolds Blue Chip Growth Fund (RBCGX)

Open Eventide Exponential Technologies Fund (ETIEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.