Convergence Core Plus

The Strategy

A Dynamic Investment Process

Identifying not only value, but what the market is valuing.

Quantitative management – systematic, unbiased, and unemotional – can at times also be unresponsive to current market trends the way Fundamental Management can be. The Convergence Strategy employs our dynamic model, actively measuring the drivers of stock prices and adjusting the model on both the long and the short as it seeks to position the portfolio to take advantage of changing market conditions.

Added Flexibility in a Volatile and Uncertain Market

Additional Tools, Additional Opportunity

By relaxing a major constraint – the ability to short – the Convergence team is able to seek alpha in those stocks identified as having potential, as well as those stocks identified as lacking potential. The Convergence Strategy bridges the flexibility previously associated with hedge funds with traditional equity management.

Experience, and a Proven Track Record

For a journeyman to become a craftsman takes years of work and dedication. Just as a hammer in the hand of the inexperienced does not result in an heirloom, extra tools in the investment business is not a guarantee of success.

The Principals at Convergence have over 20 years of average investment experience, and importantly over 12 years of experience managing short portfolios.

The Convergence track record in long/short management now exceeds 6 years.

Convergence Core Plus Fund - Investment Class (MARVX) and Institutional Class (MARNX)

Convergence Opportunities Fund - Institutional Class (CIPOX)

Convergence Market Neutral Fund - Institutional Class (CPMNX)



Before you invest in the Convergence funds, please refer to the Summary Prospectus and Prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hardcopy of the statutory prospectus and summary prospectus by calling 1-877-677-9414. The prospectus should be read carefully before you invest or send money.

The funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Mutual fund investing involves risk. Principal loss is possible. Investments in midcap companies involve additional risk such as limited liquidity and greater volatility than larger capitalization companies. Small-capitalization funds typically carry additional risks because smaller companies generally have a higher risk of failure. Their stocks are subject to a greater degree of volatility, trade in lower volume and may be less liquid. The funds invests in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. The funds regularly make short sales of securities, which involve unlimited risk including the possibility that losses may exceed the original amount invested. However, a mutual fund investor’s risk is limited to one’s amount of investment in a mutual fund.

Alpha is an annualized return measure of how much better or worse a fund’s performance is relative to an index of funds in the same category, after allowing for differences in risk. You cannot invest directly in an index.

Convergence Investment Partners is the advisor to the Convergence Core Plus Fund, Convergence Market Neutral Fund and the Convergence Opportunities Fund, which are distributed by Quasar Distributors, LLC.

Convergence Investment Partners is majority owned by Montage Investments LLC

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