Key Takeaways
- • CXC Horizon Fund, a long/short equity strategy managed by CXC Investments, achieved a 136% return in its inaugural year, reaching its one-year track record on July 1, 2026, and was featured in Hedge Fund Alert's July 1 edition.
- • The fund employs a fundamental, valuation-driven investment approach targeting undervalued companies with high barriers to entry and durable competitive advantages, with flexibility across sectors and market capitalizations concentrated in highest-conviction positions.
- • Benjamin Cohen, Managing Partner and founder of CXC Investments, emphasized the firm's core philosophy of independent thinking, strict valuation discipline, and long-term capital appreciation as the foundation for the fund's first-year performance.
- • CXC Investments, based in the Miami metropolitan area, manages long/short equity strategies built on fundamental, valuation-driven research with a disciplined risk management framework guiding allocation decisions.
Summary
CXC Investments announced on July 7, 2026, that its flagship CXC Horizon Fund completed its inaugural year with a reported return of 136%, marking a significant milestone for the newly launched long/short equity strategy. The achievement was recognized by Hedge Fund Alert, the weekly industry publication from With Intelligence, which featured the fund in its July 1 edition under the headline "Stock Picker's New Fund Soars by 136%."
The CXC Horizon Fund operates on a fundamental, valuation-driven methodology designed to identify undervalued securities offering long-term capital appreciation potential. The strategy maintains flexibility across sectors and market capitalizations while concentrating capital in the firm's highest-conviction investment ideas. Risk management forms a core pillar of the fund's operational framework, disciplining both position sizing and portfolio construction decisions. This approach distinguishes the fund within the broader long/short equity landscape by emphasizing companies possessing high barriers to entry and durable competitive advantages—factors typically associated with sustainable outperformance.
Benjamin Cohen, Managing Partner of CXC Investments, framed the one-year milestone as foundational rather than definitive, stating, "Our philosophy hasn't changed since day one: independent thinking, strict valuation discipline, and the flexibility to go where the opportunities are." Cohen's remarks underscore an investment methodology rooted in fundamental research rather than systematic or trend-following approaches. The firm's base of operations in the Miami metropolitan area serves as headquarters for its long/short equity strategies.
CXC Investments, founded by Cohen, specializes in long/short equity management grounded in fundamental research and valuation discipline. The fund's first-year performance places it among notable new fund launches in the hedge fund industry, occurring during a period marked by significant capital deployment into alternative strategies.
The CXC Horizon Fund operates on a fundamental, valuation-driven methodology designed to identify undervalued securities offering long-term capital appreciation potential. The strategy maintains flexibility across sectors and market capitalizations while concentrating capital in the firm's highest-conviction investment ideas. Risk management forms a core pillar of the fund's operational framework, disciplining both position sizing and portfolio construction decisions. This approach distinguishes the fund within the broader long/short equity landscape by emphasizing companies possessing high barriers to entry and durable competitive advantages—factors typically associated with sustainable outperformance.
Benjamin Cohen, Managing Partner of CXC Investments, framed the one-year milestone as foundational rather than definitive, stating, "Our philosophy hasn't changed since day one: independent thinking, strict valuation discipline, and the flexibility to go where the opportunities are." Cohen's remarks underscore an investment methodology rooted in fundamental research rather than systematic or trend-following approaches. The firm's base of operations in the Miami metropolitan area serves as headquarters for its long/short equity strategies.
CXC Investments, founded by Cohen, specializes in long/short equity management grounded in fundamental research and valuation discipline. The fund's first-year performance places it among notable new fund launches in the hedge fund industry, occurring during a period marked by significant capital deployment into alternative strategies.
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