AXS Chesapeake Strategy Fund Class I
EQCHX
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- AXS Chesapeake Strategy Fund Class I (EQCHX) is a global managed futures mutual fund that seeks long-term capital appreciation through a systematic, long-term trend following strategy across more than 100 futures markets worldwide, including currencies, commodities, interest rates, and equity indices; the fund employs both long and short positions in futures contracts and related instruments to generate returns uncorrelated with traditional asset classes. Managed by Chesapeake Capital, an institutional investment manager founded over 30 years ago by Jerry Parker—a pioneer from the legendary "Turtles" experiment—the fund operates as a series of Investment Managers Series Trust II, with portfolio management led by Jerry Parker as Chairman and CEO and Mike Ivie as Director of Research. Launched on September 10, 2012, the fund is domiciled in the United States, available primarily to U.S. investors with a minimum initial investment of $5,000 for Class I shares, and features a net expense ratio of 1.85% through at least January 31, 2026, following a contractual fee waiver by the investment advisor. Geographically, it targets global futures markets without direct geographic operational focus beyond U.S.-based management and headquarters aligned with AXS Investments LLC in Port Chester, New York. In recent developments, the fund marked its 10-year anniversary in September 2022, highlighting its sustained delivery of alternative returns amid volatile markets, with no major acquisitions, partnerships, or strategic shifts reported in the last 1-2 years; performance through 2025 reflects ongoing trend-following execution, including quarterly returns of -18.91% in Q4 2025 YTD context.