Combining a Hedge Fund and a Mutual Fund Into the Best of Both Worlds


Apr 21, 2010, 10:48 ET from Thesis Fund Management

NEW YORK, April 21 /PRNewswire/ -- Thesis Fund Management, a New York-based registered investment advisor, announced today the official launch of The Flexible Fund (Trading Symbol: TFLEX). The Flexible Fund went live on March 1, 2010 and, as of today, is available on the majority of mutual fund platforms including Fidelity and Charles Schwab.

For years, hedge funds offered very wealthy investors a sophisticated approach to investing. Now, The Flexible Fund offers everyone access to the same type of investment strategies. The Flexible Fund combines the best of both worlds, including the diverse and multi-strategy investment approach typically found in hedge funds with the daily pricing, daily liquidity and transparency of a mutual fund.

The Flexible Fund is managed by the team at Thesis Fund Management which was founded specifically to bring alternative strategies to mutual funds and the investing public.

Commenting on the launch, Stephen Roseman, Chief Executive Officer of Thesis Fund Management, said, "As a hedge fund manager I always thought hedge funds would appeal to a large number of investors. Now with The Flexible Fund we can offer every investor the same type of strategies that hedge funds use, in a regulated and familiar mutual fund format."

Traditional mutual funds tend to focus on one asset class and one investment style. The Flexible Fund will invest across a number of different asset classes, regions and strategies.

"We have a lot more tools at our disposal than almost any other mutual fund," continued Roseman. "We can buy stocks that we believe will go up or sell them short if we think they are going down. We can invest in bonds, commodities and derivatives and, if we believe the situation warrants it, we have the ability to hold cash. For an investment manager the flexibility is extremely beneficial."

Investors can learn more about the Flexible Fund by visiting

Please Note: Short sales are speculative transactions and involve special risks, including a reliance on the portfolio managers' ability to accurately anticipate the future value of a security. The Fund's losses are potentially unlimited in a short sale transaction.

About Thesis Fund Management

Thesis Fund Management, LLC is a New York-based registered investment advisor founded to bring alternative strategies to mutual funds and the investing public. With a combined 100+ years of investment industry experience, the senior management team at Thesis Fund Management is singularly focused on alternative investing. Utilizing a bottom-up security analysis to identify opportunities around the globe, Thesis Fund Management seeks to capitalize on those opportunities by employing a wide variety of investment techniques. The firm's nimble investment decision-making and implementation process ensures it can act quickly and decisively when carrying out our investment objectives. In addition to the senior management team, Thesis Fund Management is further bolstered by an advisory board of leading investment and business professionals. 

Important Disclosures

Please Note: All Investments are subject to inherent risks and an investment in this fund is no exception. Please consider the fund's investment objectives, risks, charges and expenses before investing. The prospectus, that contains this and other information about the Fund is available by calling 1-877-7-THESIS or by visiting and should be read carefully prior to investing. The Thesis Flexible Fund is distributed by Grand Distribution Services, LLC.

SOURCE Thesis Fund Management