AXS Alternative Growth Fund Class I
EEHIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Investment Managers Series Trust II
- IPO Date
- Jan 2, 2019
- CIK
- 0001587982
- Similar Companies
- Business
- AXS Alternative Growth Fund Class I (EEHIX) is a mutual fund managed by AXS Investments LLC that seeks capital appreciation and preservation through a dual-strategy approach combining an Equity Strategy, which provides exposure to U.S. equity markets primarily via ETFs tracking equity indices or related companies, and an Overlay Strategy employing dynamic hedging with S&P 500 index futures contracts, diversified managed futures, and long/short equity techniques to mitigate downside risk while capturing upside potential. The fund offers multiple share classes including Class I (EEHIX), Class A (EEHAX), and others, targeting individual investors, financial advisors, and institutions seeking alternative investments with lower volatility and reduced correlations to traditional assets; it operates within the long-short equity category and invests predominantly in U.S. markets. Introduced in 2013 under AXS Investments, headquartered in Port Chester, New York, with additional operations referenced in Milwaukee, Wisconsin, the fund forms part of AXS's broader lineup of innovative mutual funds and ETFs focused on growth, income, diversification, and alternatives. The fund's strategies emphasize equity market participation blended with protective overlays, including short-term to medium-term investment-grade fixed-income securities and below-investment-grade holdings as needed, alongside futures for commodities and hedging; it received a 2020 Refinitiv Lipper Fund Award for Best Alternative Long/Short Equity Fund over five years, a 5-star Morningstar rating in its category as of early 2020, and recognition as a top CTA performer by BarclayHedge in 2019. AXS Investments, the fund family sponsor founded in 2019 from pioneering ETF roots dating to 2006 via acquired entities like IndexIQ, provides sub-advisory from institutional managers and maintains a platform of over a dozen mutual funds and ETFs such as AXS Dynamic Opportunity Fund (ADOIX), AXS Chesapeake Strategy Fund (EQCHX), and Astoria Real Assets ETF (PPI). Recent developments include a 2020 name change from Equinox Ampersand Strategy Fund to AXS Alternative Growth Fund, reflecting integration into the expanding AXS platform; in May 2023, AXS acquired the ACM family of liquid alternative funds, enhancing its alternatives lineup amid retail demand growth, followed by integration of AXS Dynamic Opportunity Fund (ADOIX) and AXS Tactical Income Fund. In March 2022, AXS acquired the industry's first certified carbon-neutral ETF (CHGX), bolstering ESG offerings, and in May 2022 added real estate exposure via the OIOIX REIT Preferred Fund acquisition; these moves support strategic expansions into sustainable, inflation-sensitive, and disruptive tech strategies while launching novel ETFs like single-stock bull/bear products. The firm continues sub-advising partnerships with managers like Change Finance for ESG and Astoria for real assets, operating primarily from U.S. hubs with global exposure through underlying investments.