Kinetics Mutual Funds

Mutual Fund New York, United States ·Founded 1996

Overview

Kinetics Mutual Funds is a U.S.-based mutual fund family focusing on value-oriented investment strategies. The firm offers a range of funds, including equity, fixed income, and alternative investments, targeting various stages such as growth, late stage, pre-IPO, buyout, turnaround, and distressed opportunities. Their investment approach emphasizes long-term capital appreciation by identifying undervalued assets across multiple industries and geographies, aiming to capitalize on market inefficiencies and mispricing.

Investment Focus

  • Minimum initial investment: $2,500
  • Minimum subsequent investment: $0
  • Check writing: Not available
  • Phone investment: Available
  • Phone exchange: Available
  • Phone redemption: Available
  • Auto invest: Available
  • Wire redemption: Available
  • Wire fee: Applicable
  • Wire transfer: Available

Portfolio Companies

AppleMicrosoftAmazonFacebookJohnson & JohnsonExxonMobilProcter & GambleVisaPfizerGoogleTeslaBerkshire HathawayWalmartCoca-ColaIntelPepsiCoIBMMcDonald'sGeneral Electric

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Frequently asked questions about Kinetics Mutual Funds

What sectors does Kinetics Mutual Funds invest in?

Kinetics Mutual Funds invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New York, United States. Kinetics Mutual Funds is listed as a mutual fund in the ConnectSafely investor database.

What stage does Kinetics Mutual Funds invest at?

Kinetics Mutual Funds backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 2.5K - 1M.

Which regions does Kinetics Mutual Funds invest in?

Kinetics Mutual Funds invests across United States, United Kingdom, Canada, Germany, Japan and India.

What companies has Kinetics Mutual Funds invested in?

Kinetics Mutual Funds's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.

Last updated · Source: ConnectSafely investor database