Register with 361 Capital

Already Registered? Login Now >

Personal Information

(Look up your CRD Number) * Required

Terms of Use

See full text >

Terms of Use

To access the Investment Professional section on you must first read and accept this agreement.

Please submit your registration by selecting “Accept” below

Important Legal Information

Information contained in the Investment Professional section of this Web site is intended for investment professionals only and is published strictly for informational purposes. The information is not intended for distribution to, or use by, investment professionals in a jurisdiction where distribution or purchase is not authorized. 

The information on this Web site is not appropriate for distribution to or use by individual investors.

By “accepting” this agreement you are representing that you are an investment professional and that you will not distribute the information available in the Investment Professional section to any another person who would not otherwise have access to such information through this registration process, including, but not limited to, the general investing public.

361 Capital neither has nor expects to receive information about the investment objectives, risk characteristics or financial circumstances of your underlying clients. It is therefore your sole responsibility to make investment decisions on behalf of your clients.

Please keep in mind that the opinions and views expressed by 361, and through the content within the Investment Professional section are opinions and views for informational purposes only. These views and opinions are based on the information available at the time and may not necessarily be shared in general by 361, or its employees. As the investing environment changes, so could this information, and the information may not be updated as we have no responsibly to do so.


I am an investment professional.

I understand that my login and other security information are confidential. I will not share my login or any other security information with anyone. I understand that I am fully responsible for all activities that occur under my login and that if I share my login or any other security information, that I waive any and all claims I may have against 361 Capital.

I understand that 361 makes reasonable efforts to ensure the material on the site is as accurate and timely as possible, but 361 makes no warranty or guarantee concerning the availability of this Web site or the services or the accuracy of the information on it.

In registering for the Web site, I represent that I have provided accurate, true, current, and complete information about myself as requested by the registration screen. 361 Capital has the right to cancel my registration for the Web site if it learns that the information I provided is erroneous, fraudulent or misleading, or in the event of any misuse of my login.

I understand that the information contained on the Web site is not intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. I further understand that this information is not a prediction of future performance and that nothing on this Web site is intended to constitute legal or tax advice.

View Privacy Policy >
 I accept the terms of use.*

Login to 361 Capital

Your Credentials


361 U.S. Small Cap Equity Fund

I: ASFZX | Investor: ASFQX | Y: ASFWX

Fund Details

Objective: Seeks to achieve long-term capital appreciation that will exceed the Russell 2000® Index return over a three- to five-year time horizon.
Inception: 12/30/2016
Benchmark: Russell 2000 Index
Morningstar Category: Small Cap Blend



As of 04/30/17 – Class I Shares
1 Month 2.30%
3 Months 2.60%
Since Inception 2.50%

Click here for quarter-end performance.

Past returns shown do not guarantee future results. Current performance may be lower or higher. Call 888-736-1227 for the latest month-end returns. Return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than original cost. Other share class performance may vary.

Please see page 59 of the prospectus for additional unregistered product performance.

Fund Strategy

The 361 U.S. Small Cap Equity Fund seeks to deliver capital appreciation by:

  • Utilizing 30 years of academic research that is rooted in the science of behavioral psychology
  • Believing security prices are influenced by the opinion of perceived experts and that the behavior of these experts follows a predictable pattern
  • Investing in companies that are likely to be the beneficiaries of future favorable earnings announcements and earnings estimate revisions

Why Invest in the Fund


Based on 30 years of research, the Fund’s quantitative process taps into behavioral biases in an attempt to identify stocks poised for appreciation.

Capital Appreciation

Seeks growth by outperforming the Russell 2000 Index over a full market cycle through exposure to small cap companies.

Alpha Seeking

Provides a compelling alpha source by forecasting changes in analyst estimates and corporate earnings announcements, which we believe drive stock prices.

Investment Process

U.S. Small Cap Equity Investment Process

You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, or summary prospectus, that contains this and other information about the Funds, call 1-888-736-1227. Please read the prospectus or summary prospectus carefully before investing.

Investments made in small and mid-capitalization companies may be more volatile and less liquid due to limited resources or product lines and more sensitive to economic factors. The Fund may also invest in exchange-traded funds (ETFs), thus shareholders will bear additional costs and the ETF may not exactly replicate the performance it seeks to track.

See Glossary of Terms >

The 361 Funds are distributed by IMST Distributors, LLC.

% Total Returns

As of 3/31/2017

% Calendar Year Returns

See Glossary of Terms >

† Furthermore, the Adviser has contractually agreed to maintain the total annual fund operating expenses at stated levels, exclusive of certain expenses such as acquired fund expenses and dividend and interest expenses on short sales until 2/28/2018. See Prospectus for additional details.

Sector Exposure

As of 3/31/2017
U.S. Small Cap Equity Sector Exposure


Executive Summary


The political climate was front and center for equity markets during the first quarter of 2017. As President Trump took office, several of his campaign objectives faced implementation hurdles and equities standing to benefit from domestic growth, lower taxes, and looser regulation had some air come out of their expectations.

Read Full Commentary >