Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Vista Research Annouces New Fund Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, June 7, 2007

Vista Research Annouces New Fund

News summary by MFWire's editors

Vista Research and Management has introduced the Listed Private Equity Plus Fund. The fund provides investors with an opportunity to invest in the global private equity sector.


Vista Research and Management, LLC (Vista) announced today on its website, http://www.vrmfunds.com/ the introduction of the Listed Private Equity Plus Fund.

The Listed Private Equity Plus Fund provides investors with an opportunity to invest in the global private equity sector, with all of the flexibility and convenience associated with a traditional actively managed open-end mutual fund.

The Listed Private Equity Plus Fund's primary objective is long-term capital appreciation. Its goal is to outperform the MSCI World Index over the medium to longer term while providing the diversification and low correlation to broad market indices that an alternative asset class, such as Private Equity, offers. Fund holdings will include private equity and venture capital firms, listed private equity funds, and companies that supply expansion and buy-out capital as well as mezzanine financing. The Fund also invests in investment and merchant banking companies that furnish advice and financial resources for private equity transactions and that may also manage private equity funds.

"Until now, only institutions and the wealthiest investors have been able to benefit from participation in the global private equity sector," said Steven R. Samson, Chief Executive Officer at Vista. "The Listed Private Equity Plus Fund represents a unique opportunity and potential long-term investment solution for investors seeking access to this sector without the high minimums, reduced liquidity, long lock-up or investor qualification requirements generally associated with traditional private equity investing."

"The global universe of listed private equity firms is expected to continue its substantial growth over the next several years, and Vista will be at the forefront in bringing this important alternative asset class to individual investors and retirement plan sponsors," Samson added. "Our objective is to put to work the management talent, financial know how and resources of the organizations that comprise our investment universe of over 200 companies on behalf of the traditional mutual fund investor."

The Listed Private Equity Plus Fund, an open-end mutual fund, initiated its subscription period today. It will continue through June 30, 2007, with the Fund commencing operations on July 2, 2007. During the subscription period, investors can invest in the Fund at an offering price of $10.00 per share, without a sales load. The minimum initial investment is $1,000.

Vista's mission is to develop, manage and market mutual fund and related investment products that enable a broad spectrum of investors to participate in the global private equity sector. The firm focuses solely on the listed private equity market. As a specialist in this area, the firm evaluates stocks from a growing global universe of listed private equity firms with direct holdings in several thousand private enterprises spanning a wide variety of industries and regions throughout the world. The Listed Private Equity Plus Fund's management team provides pro-active stewardship that monitors, reviews and, as appropriate, adjusts the fund's portfolio on a daily basis.

To learn more about the Listed Private Equity Plus Fund, log onto http://www.vrmfunds.com/.

Investing in the Fund carries certain risks; An investor's shares when redeemed may be worth more or less than their original cost. Past performance does not guarantee future results. Please consider the investment objectives, risk, charges and expenses carefully before investing. The prospectus containing this and other important information may be obtained at http://www.vrmfunds.com/ or by calling 1.877.477.7373. Please read the prospectus carefully before investing. The Fund applies a redemption fee of 2.00% for shares held less than 30 days.

The Fund may also invest in smaller capitalized companies that are subject to more abrupt or erratic market movements than larger, more established companies; foreign securities which involve currency risk, different accounting standards and are more susceptible to political instability; and shares of other investment companies that invest in securities and styles similar to the Fund resulting in generally higher investment cost than from investing directly in the underlying shares of these funds.

As a non-diversified Fund, the value of Listed Private Equity Plus Fund shares may fluctuate more than shares invested in a broader range of industries and companies. The Fund is newly organized and may be subject to substantial short-term changes.  

Edited by: Erin Kello


Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


    Sorry, no records in the database matched your search parameters. Clich back and try again.



  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use