- INFL is a comparatively nouveau actively-managed fund buying into asset-light companies that should do well in an inflationary environment.
- As of February 2, INFL had 41 holdings, with most net assets allocated to the investment banking & investment services companies.
- Investors who bought into the fund shortly after inception have been rewarded mightily.
- I do not think it is worth jumping into the fund right now, despite its investment strategy definitely having merit, and alpha returns, though over a relatively short period.
For further details see:
INFL: Capable Of Delivering Alpha, But Dangers Lurk