Welcome to the BNY Mellon Resource Center featuring the 361 Global Long/Short Equity Fund (AGAWX), sub-advised by Analytic Investors.
If you have questions or need additional information, please contact Chris McQuillan at 303.224.3934 or firstname.lastname@example.org.
Video: Analytic Investors
Dig deeper into the Philosophy and Process of the Fund
Fund Highlights Since Inception:*
- Generated 1.65% alpha since inception vs. -2.32% for the Long/Short Equity category.*
- Outperformed the market with a return of 8.36% in 3Q20 and 3.83% YTD wtih a beta* of 0.46 (vs. 7.93% and 1.70%, respectively for the MSCI World Index).
- Since inception, the Fund has a 44.64% down capture (vs. 59.52% for the Long/Short Equity Category) even while maintaining a 70% net exposure*
- Received a Morningstar Sustainability Rating™ of five globes (highest rating) out of 487 funds in the Global Category, as of 6/30/20**
*The Fund’s inception date is 01/06/14. Statistics data is from 02/01/14 to 09/30/20, representing the Fund’s first full month of operation. The Fund’s inception date is 01/06/14. Statistics calculated using monthly return data relative to the MSCI World Index.
**Morningstar’s Sustainability Rating is a measure of how well the portfolio holdings manage ESG risk relative to the category.
Alpha is defined as return in excess of the risks taken to generate the return.