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 1.64% alpha since inception vs. -1.97% for the Long/Short Equity category*
- Since inception, has outperformed peers by returning 5.82% (and without excess leverage) vs. 3.00% for the Long/Short Equity category
- Received a 4-star Morningstar Rating™ (overall rating out of 192 Long/Short Equity funds, as of 12/31/19)
- Received a Morningstar Sustainability Rating™ of five globes (highest rating) out of 192 Long/Short Equity funds, as of 12/31/19**
*The Fund’s inception date is 01/06/14. Statistics data is from 02/01/14 to 12/31/19, 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.