Issachar Fund Class N (LIONX) Research

The Adviser implements a dynamic investment approach, strategically taking both long and short positions across various equity and fixed-income instruments. The fund gains exposure through individual securities, exchange-traded funds (ETFs), and other collective investment schemes. To potentially boost returns, the fund has the discretion to employ considerable leverage, with long exposures permitted up to 300% and short exposures up to 150% of its net assets. These magnified positions, targeting both stock and bond markets, can be achieved either directly or through sophisticated derivative contracts such as total return swaps and futures.

Market snapshot

Symbol
LIONX
Price
$10.09
Day change
0.00%
Market cap
$9.7M
52-week range
9.16-10.52
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Continuous Capital Emerging Markets Fund - Investor Class (CCEPX)
  • DoubleLine Multi-Asset Trend Fund Class N (DLMOX)
  • GMO Risk Premium Fund Class VI (GMOKX)
  • GMO Risk Premium Fund Class III (GMRPX)
  • QCI Balanced Fund Institutional Cl (QCIBX)
  • Rondure Overseas Fund, Inv Class (ROSOX)
  • Rydex Series Fds, Long Short Equity Fund P Class (RYSRX)
  • Tortoise Energy Evolution Fund Institutional Class (TOPIX)

Open Issachar Fund Class N (LIONX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.