Campbell Fund Trust Reports Private Sales of Beneficial Interest Units

Strategic issuance across Series A, D, and W highlights focused growth.

January 07, 2025

Private Equity Sale Totals $10.1 Million

Campbell Fund Trust has reported the private sale of equity securities, marking a significant milestone in its efforts to enhance capital reserves. The transaction, completed on December 31, 2024, included the issuance of Units of Beneficial Interest, cumulatively valued at an estimated $10.1 million.

The sale was strategically distributed across three series: Series A, Series D, and Series W. Series A dominated the allocation with a total of $8.95 million, followed by $1.01 million for Series D and $187,000 for Series W. These figures exclude escrow interest, reflecting precise financial calculations.

Regulatory Compliance and Exemption Strategy

The securities were issued exclusively to existing and new unitholders under Regulation D exemptions of the Securities Act of 1933. This approach enabled Campbell Fund Trust to execute a streamlined private transaction, bypassing the complexities of public registration while maintaining strict adherence to legal requirements.

Strengthening Investment Strategies

Campbell Fund Trust, managed by Campbell & Company, LP and headquartered in Baltimore, Maryland, is renowned for its focused investment management. This recent equity sale underscores its proactive financial planning, aligning with the trust's broader objectives to address investor priorities and adapt to market changes.

By opting for a private issuance structure, the trust has reinforced its commitment to tailored investor engagement and efficient capital management. The decision reflects a keen understanding of market dynamics and a strategy designed to enhance shareholder value in a competitive environment.

The sale of these beneficial interest units marks another step forward in Campbell Fund Trust’s strategic evolution, positioning it strongly for future growth and resilience in an ever-shifting financial landscape.