The Zacks Market Neutral Fund seeks to remove the risk involved in the equity market by simultaneously investing in a long portfolio (stocks anticipated to appreciate in price) and a short portfolio (stocks anticipated to decrease in price).
All investing involves risk, including the possible loss of principal. Please review the prospectus for a complete discussion of the risks of investing in this Fund.
The Zacks Funds are distributed by IMST Distributors, LLC www.foreside.com
Mitch is the primary portfolio manager at Zacks Investment Management and oversees all investment management activities at the firm. Mitch is an expert on quantitative investment strategies and developed many of the proprietary models used by the firm. Mitch wrote a weekly finance column for the Chicago Sun- Times and has written two books on quantitative investment strategies: Ahead of the Market, Harper Collins 2003, which focuses on the earnings estimate revision investment anomaly and The Little Book of Stock Market Profits, which was published in 2011 and provides an overview of several other significant equity investment anomalies.
Prior to joining Zacks Investment Management in 1997, Mitch was an investment banking analyst at Lazard Freres in New York. Mitch graduated cum laude from Yale University with distinction in his major of Economics. He received his M.B.A with high honors in his concentration of Analytic Finance and Statistics from the University of Chicago.
Tony is a quantitative analyst at Zacks Investment Management. His research focuses on multi-factor, sector specific alpha models. Tony earned his Ph.D. in Electrical and Computer Engineering from the University of Minnesota, Twin Cities and received his M.B.A with honors from the University of Chicago in Analytical Finance and Strategy. He holds the Chartered Financial Analyst (CFA) designation. Prior to joining Zacks Investment Management, Tony served as adjunct assistant professor at the University of Maryland, Baltimore County and was a Visiting Assistant Professor at the State University of New York at Binghamton. In his research career, he has been awarded three best paper awards and has published over twenty papers in the top international journals and conferences.