Investment Advisor Magazine October Issue 

Investment Advisor: Are Investors Putting FOMO Before ­Long-Term Goals?


10/19
Josh Vail, CAIA, writes on how the fear of missing out leads many investors to ask why alternatives need to be part of a portfolio when stocks and bonds are marching.
Pensions&Investments Article from 9/27/19 

Pensions&Investments: Managers, investors react to talk of U.S. investment limits on China


9/19
Blaine Rollins, CFA, expresses his doubts that the White House talks of placing U.S. investment restrictions on China will materialize into action.
Fortune Magazine Article from 9/19/19 

Fortune: Recession Watch: The Yield Curve Suggests Some Worry About the Economy Has Passed


9/19
Blaine Rollins, CFA, adds his thoughts on the trade tensions between the U.S. and China.
Investment Advisor magazine September 2019 cover 

Investment Advisor: How to Handle Risk Tied to Passive Products' Growth


9/19
Josh Vail, CAIA, writes on how passive products now comprise more than 50% of all U.S. large-cap equity investable assets, a critical mass that has created distortions within equity markets.
 

Investment Advisor: Alternatives' Classification Conundrum


6/19
Josh Vail, CAIA, discusses the wide disparity that exists within alternatives categories and emphasizes the importance of thorough due diligence.
 

Advisor Perspectives: The Role of Alternative Investments


5/19
In this podcast, Josh Vail, CAIA speaks about the need for advisors to rethink the foundational portfolio elements of investor portfolios going forward.
Josh Vail Ignites Crucial Clips 

Ignites: Multi-Strat Alt Funds Easier to Use; Harder to Explain


5/19
Josh Vail, CAIA, says advisors still need lessons on how to use alternative products and communicate their value to clients.
Why Alts Are Burgeoning: Naked Fear 

Chief Investment Officer: Why Alts Are Burgeoning: Naked Fear


4/19
Josh Vail, CAIA, discusses why investors are increasingly seeking the diversification of alternatives investments.
Investment Advisor: The Risk Warrior 

Investment Advisor: Volatility Brings a
Rude Awakening


4/19
Josh Vail, CAIA, reminds advisors that a byproduct of the market’s calm period is that investors may be more complacent and less prepared for more normal volatility levels.
Exploiting the Low Volatility Anomaly 

Ticker.com: Exploiting the Low
Volatility Anomaly


3/19
Harin de Silva, Ph.D., CFA, portfolio manager of the 361 Global Long/Short Equity Fund, discusses the fund and its strategy which seeks equity-like returns while managing risk.
Quant manager offers some bracket advice 

Pensions&Investments: Quant manager offers some bracket advice


3/19
John Riddle, CFA, Chief Investment Officer, offers research and advice on building a competitive NCAA March Madness bracket.
Want to Win March Madness? These 10 Players Could Lift Your Bracket to Office Pool Victory 

Time: Want to Win March Madness? These 10 Players Could Lift Your Bracket to Office Pool Victory


3/19
361 Capital's "The Psychology Undermining March Madness Brackets" is noted in the piece as it applies behavioral research to tournament picks.
How to Use a Price Earnings Ratio for Investing 

U.S. News & World Report: How to Use a Price-Earnings Ratio for Investing


3/19
John Riddle, CFA, Chief Investment Officer, discusses P/E Ratio and how analysts use it multiple ways.
Machado and Harper haven 

CNBC: Machado and Harper haven't signed because baseball teams are now run like Wall Street 'quant funds'


2/19
361 Capital is quoted providing the history of quantitative investing.
Investment Advisor: Behind the Screen 

Investment Advisor: Alt Strategies to Capture Alpha in Volatile Markets


2/19
Josh Vail, CAIA, explains how investors can avoid beta in volatile markets and that market neutral funds are one of the only strategies that can fully strip away beta.
Market Sours for Active Management 

Ignites: Market Sours for Active Management


1/19
John Riddle, CFA, Chief Investment Officer, discusses the results of the fourth quarter Wall Street Mood Monitor, a model that gauges the climate for active management, as well as the bright spot of the quarter.
8 Questions to Ask During Volatile Markets 

U.S. News & World Report: 8 Questions to Ask During Volatile Markets


1/19
Blaine Rollins, CFA, and Josh Vail, CAIA both answer questions that investors should ask during volatile markets.
Investment Advisor: Behind the Screen 

Investment Advisor: Making Portfolio Construction That’s Built to Last


1/19
Andrea Coleman, CAIA, discusses the importance of constructing a portfolio that’s designed to withstand the unpredictable nature of what the next 10 years might bring.
Best Places to Work in Money Management Trophy: 361 Capital 

Pensions&Investments: Best Places to Work in Money Management 2018


12/18
Pensions & Investments recognizes 361 Capital for the third consecutive year as a Best Places to Work in Money Management 2018.
Wall Street Journal Where to Put Your Money in 2019 

Wall Street Journal: Where to Put Your Money
in 2019


12/18
Josh Vail, CAIA, discusses the need to build a diversified portfolio in the new year.
Investment Advisor - Giving Back & Getting Back 

Investment Advisor: How to Use Alts and Capitalize on Volatility


12/18
Josh Vail, CAIA, discusses risk budgeting, how it works and the challenge facing advisors.
Investment Advisor: New Thinking for RIAs 

Investment Advisor: A Simple Framework to Prepare for the Next Bear Market


11/18
Josh Vail, CAIA, writes about how alternative strategies can help protect client gains in this aging bull market.
361 Promotes Sales Chief to President 

Ignites: 361 Promotes Sales Chief to President


10/18
361 Capital’s Senior Vice President and Director of Sales has moved into the position of president, relieving current chairman and CEO Tom Florence of that role.
361 Capital appoints President 

Pensions&Investments: 361 Capital appoints president


10/18
361 Capital announced that Josh Vail, CAIA, has been promoted to President and Toller Miller, CIMA, to Vice President, Director of Sales.
The Dow Gets a Lift From Earning Gain in China 

Barron's: The Dow Gets a Lift From Earnings, Gain in China


10/18
John Riddle, CIO, discusses how Wall Street analyst sentiment cooled in the third quarter of 2018.
361 Capital Sponsors heroes run for a charity that helps veterans 

Pensions&Investments: 361 Capital sponsors heroes run for a charity that helps veterans


10/18
361 Capital hosted a 9/11 Heroes Run to benefit the Travis Manion Foundation. The foundation raises funds to help veterans in need.
12 Top Stock Picks to Shield Your Portfolio 

Kiplinger: 12 Top Stock Picks to Shield Your Portfolio


9/18
Blaine Rollins, CFA, suggests investors may want to think carefully and critically about the next bear market and its underlying nature.
Investment Advisor: The Private Club 

Investment Advisor: Diversifying Strategies to Defend Gains


9/18
We highlight why taking a more defensive posture now may allow for a better pivot to offense when conditions are again in investors' favor.
City Wire: The Future 

Citywire: Ditch the Hype to Land Returns in Managed Futures


8/18
We discuss how 361 Capital captures the opportunities brought about by investors' behavioral biases.
Ignites: Industry Hooligans Show World Cup Spirit 

Ignites: Industry Hooligans Show
World Cup Spirit


7/18
Even though the U.S. did not qualify for this year’s World Cup in Russia, there has been plenty of interest in the soccer tournament across the industry. Denver-based 361 Capital is holding a bracket-style challenge that more than 100 people have entered.
Do Long/Short Equity Funds Works? 

WealthManagement: Do Long/Short Equity Funds Work?


7/18
Freed from a long-only constraint, long/short managers have greater flexibility to search for alpha. But WealthManagement found only one fund that beat out a typical 60/40 core portfolio.
Investment Advisor: Poised for Performance 

Investment Advisor: How Exposed Is Your Long/Short Manager?


7/18
We highlight the importance of understanding how much market exposure your long/short manager is taking to generate returns.
Morningstar Aims to Help Big Investors Parse Alt, Allocation Funds 

Ignites: Morningstar Aims to Help Big Investors Parse Alt, Allocation Funds


5/18
We address how the new Morningstar subcategories will be helpful to advisors.
Investment Advisor: Vote Getters 

Investment Advisor: How to Measure Returns in Volatile Times


5/18
We discuss the importance of statistics as a tool in portfolio construction, but reminds us that to be of value, they must also be properly understood.
Investment Advisor: Volatility 

Investment Advisor: Volatility's Bite Returns: What Now?


4/18
We talk volatility and the expectations for 2018.
Invetsment Advisor: Where does tax reform take us? 

Investment Advisor: How to Achieve True Portfolio Diversification


3/18
We take a look at what measurements you should consider when evaluating managed futures funds.
March Madness gets the quant treatment 

Pensions & Investments: March Madness gets the quant treatment


3/18
John Riddle, CFA, highlights the behavioral biases that can affect financial decisions and also bust a March Madness bracket.
Welcome to Money Life 

MoneyLife: Interview with Blaine Rollins


2/18
Blaine Rollins, CFA, discusses the market environment with show host Chuck Jaffe.
Investment Advisor: Regulatory Wrangling 

Investment Advisor: Preventive Medicine for Portfolios


1/18
We stress why investors need to be thinking about how to build portfolios in a materially different way from what they have done historically.
Wealth Management: Year-End Trends and Outlook 

Wealth Management: The Dangers of Investing Complacency


12/17
We explain risk management and the importance of avoiding a false sense of security.
Tom Florence IN Interview 

InvestmentNews: Are investors getting complacent?


11/17
Tom Florence, President and CEO, discusses growing investor complacency and why he thinks overconfidence might be creeping into adviser and investor decision making.
Tom Florence Wealth Management Interview 

WealthManagement.com: IMPACT VOICES -
Tom Florence


11/17
Tom Florence, President and CEO, lends his perspective on the state of alternatives during the Schwab IMPACT Conference.
Investment Advisor: Charting a New Course 

Investment Advisor: Charting a New Course With Alts


11/17
We take a look at how and why risk-control strategies using alternative investments are becoming the new normal. (And what is an alternative investment, anyway?)
Investment Advisor: Rock Solid 

Investment Advisor: Why Long/Short Equity Makes Sense Now


9/17
We discuss how in periods of equity market uncertainty and dwindling returns for fixed income, investors use long/short equity strategies to capture equity-like returns while managing downside risk.
Commentary: Bounded Rationality: Tapping Investor Behavior to Source Alpha 

Pensions & Investments: Bounded Rationality: Tapping Investor Behavior to Source Alpha


8/17
John Riddle, CFA, explains the behavioral biases that creep into the expectations of even the most sophisticated investors — in this case Wall Street analysts.
Are Managed Futures Funds Worth a Look? 

U.S. News & World Report: Are Managed Futures Funds Worth a Look?


7/17
We explain how managed futures do best in times of steady volatility and rising rates.
Investment Advisor: The Long Game 

Investment Advisor: What is Alpha and
Why Do We Care?


7/17
We define alpha and explores where to find alpha today.
Investment Advisor: Frontrunners 

Investment Advisor: Global Macro Mutual Funds — A Primer


5/17
We highlight global macro funds and their inclusion in a portfolio.
Investment Advisor: Thinking Millennial 

Investment Advisor: Back to Basics:
The Utility of Alternatives


2/17
We explore why now is the time for investors to consider tools that can be employed in a diversified portfolio.
Financial Advisor: The Bull Shifts Directions 

FA-Mag.com: The Math of a Big Loss


1/17
We discuss how hedged growth strategies can potentially turn the math of a big loss into an equation for a big gain.