Philadelphia Investment Partners Launches New Fund

Jun 1 2016 | 5:15pm ET

Philadelphia Investment Partners LLC (PIP) has launched a new investment vehicle that will focus on generating favorable risk-adjusted total returns through the combination of targeted, value-based equity positions and a managed derivatives strategy.

The new fund, named the Dynamic Core Fund, is structured as a limited partnership and became active on June 1, 2016, according to the company. The fund's investment approach is rooted in the traditional “balanced fund” strategy, which has typically invested in a 60/40 proportion in equity securities and fixed income holdings, respectively. 

“Our new fund’s mission is focused on producing risk-adjusted total returns -- achieved by enhancing the ‘balanced fund’ approach through value-based equity holdings and a well-managed derivatives strategy,” stated Peter Zeuli, founder and head portfolio manager at PIP, in a statement. “By replacing the fixed income portion of a traditional balanced fund with a managed derivative portfolio, [we] expect to substantially reduce interest rate, credit and duration risk while preserving invested capital over a long time horizon.”

Founded by Zeuli, Philadelphia Investment Partners is an investment advisory firm based in Voorhees, New Jersey with $113 million in assets under management for individual and institutional investors.

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