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Rating:Vista Research Annouces New Fund Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, June 07, 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


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