Analytic Investors to serve as fund sub-advisor
Denver—March 9, 2016—361 Capital, an award-winning* investment firm specializing in liquid alternative mutual funds, has filed with the Securities and Exchange Commission (SEC) to launch the 361 Domestic Long/Short Equity Fund.
Sub-advised by Los Angeles-based Analytic Investors, the Fund intends to buy securities long that they believe will outperform the U.S. equity market, and intends to sell securities short they believe will underperform the U.S. equity market.
“We understand that many advisors want increased control over their asset allocation models and geographic exposure,” said Cliff Stanton, Chief Investment Officer of 361 Capital. “This Fund intends to provide our investors with a long/short strategy that’s focused on domestic markets, giving them the ability to tailor their portfolios.”
The fund intends to capitalize on the experience of Analytic Investors, a boutique asset management firm specializing in quantitative investment solutions and portfolio management. A leader in exploiting the low volatility anomaly, the firm is widely recognized for innovative research, disciplined quantitative processes and sophisticated risk control techniques. Analytic Investors also serves as sub-advisor to the 361 Global Long/Short Equity Fund.
“We are very excited to partner again with Analytic Investors,” said Tom Florence, President and CEO of 361 Capital. “Together, we’ve combined many years of investment research to create an institutional caliber** domestic long/short equity product.”
For more information about the 361 Domestic Long/Short Equity Fund or any of 361’s alternative investment products, contact Jennifer Brookfield at 303.224.3914.
About 361 Capital
361 Capital is an award-winning* boutique asset manager offering institutional-quality** alternative mutual funds to investment advisors and their clients. Since its founding in 2001, the Firm has focused exclusively on alternative investments—creating innovative portfolio solutions that seek to help advisors better understand and manage portfolio risk.
Today, the Firm combines its investment skills, experience and focus on transparency with that of other world-class investment managers to offer a family of single-manager alternative mutual funds including managed futures, global counter-trend, long/short equity, and macro mutual funds.
The firm distributes its products through investment advisors and institutions. For more information, call 866-361-1720 or visit www.361capital.com.
About Analytic Investors
Founded in 1970, Analytic Investors is an employee-owned boutique asset management firm specializing in quantitative investment solutions and portfolio management. The Los Angeles-based firm strives to anticipate and capitalize on changes in the investment climate through a disciplined, active management strategy. With approximately $13 billion in assets under management as of the end of 2015, Analytic Investors is widely recognized for innovative research, disciplined quantitative processes, and sophisticated risk control techniques, as well as being considered a leader in exploiting the low volatility anomaly. Analytic Investors has been managing a Global Long/Short Equity strategy for six years.
BEFORE INVESTING YOU SHOULD CONSIDER THE 361 FUNDS’ 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 CAREFULLY BEFORE INVESTING.
THE 361 DOMESTIC LONG/SHORT EQUITY FUND INFORMATION CONTAINED HEREIN IS SUBJECT TO COMPLETION OR AMENDMENT. A REGISTRATION STATEMENT RELATING TO THESE SECURITIES HAS BEEN FILED WITH THE SECURITIES AND EXCHANGE COMMISSION BUT HAS NOT YET BECOME EFFECTIVE. THESE SECURITIES MAY NOT BE SOLD NOR MAY OFFERS TO BUY BE ACCEPTED PRIOR TO THE TIME THE REGISTRATION STATEMENT BECOMES EFFECTIVE. THIS COMMUNICATION SHALL NOT CONSTITUTE AN OFFER TO BUY OR THE SOLICITATION OF AN OFFER TO BUY NOR SHALL THERE BE ANY SALE OF THESE SECURITIES IN ANY STATE IN WHICH SUCH OFFER, SOLICITATION OR SALE WOULD BE UNLAWFUL PRIOR TO REGISTRATION OR QUALIFICATION UNDER SECURITIES LAWS OF ANY SUCH STATE.
AN INDICATION OF INTEREST IN THE 361 DOMESTIC LONG/SHORT EQUITY FUND IN RESPONSE TO THIS ADVERTISEMENT WILL INVOLVE NO OBLIGATION OR COMMITMENT OF ANY KIND
Investing involves risk, including possible loss of principal. The potential loss from a short sale is theoretically unlimited since the appreciation of the underlying asset also is theoretically unlimited.
The 361 Domestic Long/Short Equity Fund’s risks include small-cap and mid-cap risk that such companies typically are more likely to be adversely affected than large-cap companies. Leverage can magnify the effects of changes in the value of the Fund’s investments and make the Fund more volatile. The use of derivatives could increase or decrease the Fund’s exposure to the risks of the underlying instrument. Using derivatives can have a leveraging effect and increase fund volatility. The Fund is classified as “non-diversified,” which means the Fund may invest a larger percentage of its assets in the securities of a smaller number of issuers than a diversified fund. The Fund will not have any operating history. As a result, prospective investors have no track record or history on which to base their future investment decisions.
*Awards: CTA Intelligence US Performance Awards 2014, Best Managed Futures Mutual Fund, http://www.ctaperformanceawards.com. The CTA Intelligence Performance Awards recognize and reward those CTAs (Commodity Trading Advisor) who have successfully outperformed their competitors over the last twelve months, as determined by a panel of expert judges.
HFM US Performance Awards 2013, Newcomer – Managed Futures (CTA), http://www.hfmweek.com. The HFMWeek U.S. Performance Awards celebrate those funds that have stood out in the competitive market over the past twelve months, honoring those that have outperformed their peers and demonstrated impressive growth through the volatility of the last year.
International Hedge Fund Awards 2014, 40 Act Mutual Fund of the Year – 361 Managed Futures Strategy Fund and Hedge 100, http://www.acquisition-intl.com. Acquisition International’s International Fund Awards honor outstanding fund performance and continued organizational excellence within the global financial services industry.
**“Institutional quality” and “institutional caliber” refer to products that have the potential to pass the due diligence scrutiny of institutional investors due to liquidity, cost on a relative basis to similar strategies, and investment process.
The 361 Funds are distributed by IMST Distributors, LLC.