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 email@example.com.
Video: Analytic Investors
Dig deeper into the Philosophy and Process of the Fund
Fund Highlights Since Inception:*
- Generated 1.10% alpha since inception vs. -2.36% for the Long/Short Equity category.*
- Since inception, the Fund has a 45% down capture even while maintaining a 70% net market 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 06/30/20, 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.