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Axs Market Neutral Fund Institutional Class (COGIX)
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24/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.15B
Cognios Market Neutral Large Cap Instl
13.14
+0.08
+0.61%
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COGIX Overview
On this page you'll find an in-depth profile of Axs Market Neutral Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of COGIX among other information.
Investment Strategy
The investment seeks long-term growth of capital independent of stock market direction. The fund seeks to achieve its investment objective by balancing “long” and “short” positions. To do this, the fund will buy (take long positions in) equity securities of U.S. companies that the fund’s advisor, AXS Investments LLC (the “Advisor”) believes are undervalued and more likely to appreciate and, at the same time, borrow and then sell (take short positions in) equity securities of U.S. companies that the Advisor believes are likely to underperform the long positions over time.
Contact Information
Address
Milwaukee, Wisconsin 53201
Milwaukee,WI 53201
United States
Milwaukee,WI 53201
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Parker B. Binion | CIO (Chief Investment Officer) | 2024 | Now |
| Biography | Parker Binion, portfolio manager. Prior to joining AXS in January 2021, Mr. Parker Binion served as Chief Investment Officer at Kerns Capital Management while managing the KCM Macro Trends mutual fund beginning in January of 2016. AXS Investments acquired the fund in 2019, renaming it the AXS Multi-Strategy Alternatives Fund. Mr. Binion continued to manage the fund for Kerns Capital in a sub-advisory role to AXS Investments. In January of 2021, Mr. Binion joined the team at AXS Investments where he currently manages the fund directly. He has a B.A. from Duke University and J.D. with Honors from the University of Texas School of Law where he served on the Law Review. | ||
| Steven C. Vannelli | Managing Director | 2024 | Now |
| Biography | Steven Vannelli is Founder and CEO of Knowledge Leaders Capital and Chief Investment Officer of the Knowledge Leaders Strategy. He oversees investment strategy, asset allocation and security selection. Steve leads development on the firm’s analysis of intangible capital, studying how it affects corporate profitability and wealth creation. His work is the core of the firm’s investment methodology, which is based on a novel approach to accounting for intangible capital. Steve has been an equity analyst and portfolio manager for more than 20 years. Previously, he served for 10 years at Denver-based money management firm Alexander Capital, most recently as Head of Equities. Steve holds a bachelor’s degree in finance from the University of Denver and is a CFA charterholder. | ||
| Jonathan C. Angrist | co-Founder | 2012 | 2024 |
| Biography | Prior to co-founding Cognios Capital, Mr. Angrist was a Co-Owner of and Portfolio Manager at Helzberg Angrist Capital (“HAC”), the predecessor firm to Cognios. HAC was an alternative asset investment firm specializing in deep value, long/short equity hedge fund management. Prior to HAC, Mr. Angrist was a Portfolio Manager for a mutual fund company, The Buffalo Funds, where he launched and managed the Buffalo Micro Cap Fund. Mr. Angrist also served as a Principal with the private equity firm Harvest Partners, Inc. in New York City. Prior to that he was a senior consultant for a leading, independent management consulting firm. Mr. Angrist’s educational background includes an MBA and a B.S. (Summa Cum Laude and Phi Beta Kappa) from Tulane University. | ||
| Brian J. Machtley | co-Founder | 2012 | 2024 |
| Biography | Mr. Machtley is a co-founder of Quantitative Value Technologies, LLC (d/b/a Cognios Capital). Prior to Quantitative Technologies, he was a co-founder and portfolio manager at Cognios Capital, LLC (founded in 2008) and was its Executive Vice President. Mr. Machtley was also a Managing Director at Brandmeyer Enterprises, a Single Family Office (from 2010-2019). Prior to this, Mr. Machtley was a Senior Analyst at Helzberg Angrist Capital, LLC, an investment manager (from 2007 – 2008), an Associate Portfolio Manager at the Discovery Group, a hedge fund company (from 2003 – 2007), and an Analyst at Houlihan Lokey, a global investment bank (from 2001 – 2003). Mr. Machtley received his B.S. in Business Administration with majors in Finance and Economics from Drake University. | ||
| Francisco J. Bido | Portfolio Manager | 2013 | 2020 |
| Biography | Mr. Bido is Head of Quantitative Research of F/m Investments, LLC. Prior to this, Mr. Bido held the same title at Cognios Capital, LLC. Before Cognios, he was a Senior Quantitative Researcher at American Century, an investment manager (from 2004 - 2013), and a Consultant at Accenture, f/k/a Andersen Consulting, a management consulting and technology services company (from 1998 - 2003). Mr. Bido received his M.S. and M.A. degrees in Applied Mathematics and Economics, respectively, from the University of Arizona, M.S. in Mathematics from New York University’s Courant Institute, and B.S. in Electromechanical Engineering from Pontificia Universidad Catolica Madre y Maestra. | ||
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