Gotham Funds

Gotham Capital
Entity Type
Founding Date

Gotham is an equity management firm that offers domestic and international value investing strategies to institutional clients. Gotham is founded by Co-CIOs, Joel Greenblatt and Robert Goldstein, who have over 50 years of combined investment experience. The firm uses a fundamental value discipline developed by Greenblatt, Goldstein and their team of investment professionals to manage both long only and long/short equity portfolios. The firm manages long/short and long only equity strategies on behalf of institutional investors including pensions, endowments, foundations, and family offices. Many of Gotham's hedge fund offerings are available in mutual fund form. Its alternative mutual funds employ long/short equity strategies, offering institutional investors hedging strategies with lower fees.


  • Gotham Total Return Fund (GTRFX) — Long-term capital appreciation that invests in underlying Gotham mutual Funds.

  • Gotham Enhanced S&P 500 Index Fund (GSPFX) — Value weighted long-only U.S. equity strategy that selects from the S&P 500 investment universe.

  • Gotham Defensive Long 500 Fund (GDLFX) —U.S. large cap long/short strategy that seeks equity like returns with lower volatility than the general stock market.

  • Gotham Large Value Fund (GVALX) — The cheapest S&P 500 stocks based on Gotham’s valuations

  • Gotham Index Plus Fund (GINDX) — Index investment + active long/short overlay of S&P 500 stocks

  • Gotham ESG Large Value Fund (GESGX) — Large cap Fund weighting stocks based on Gotham’s valuations incorporating ESG principles