Investment Advisor Magazine September 2020 cover 

Investment Advisor: A Clear Path to Client Satisfaction: Add Alpha, Stay Invested


09/20
Josh Vail, CAIA, discusses how in the next few years, a client's evaluation of their advisor will boil down to the professional's ability to do two things.
Investment Advisor June 2020 Cover 

Investment Advisor: Is It Time to Revisit the 60/40 Portfolio?


06/20
Josh Vail, CAIA, writes on how with uncertain equity markets, advisors are challenged to rethink foundational portfolio elements of investor portfolios.
Advisor Perspectives Podcast: Downside Protection with Long/Short Funds 

Advisor Perspectives: Downside Protection with Long/Short Funds


5/20
Harin de Silva, Ph.D., CFA, portfolio manager, was recently interviewed by Advisor Perspectives to discuss how the 361 Global Long/Short Equity Fund is managed for various market conditions and provide an overview of how the Fund sought to preserve capital during recent market volatility.
Investment Advisor March 2020 Cover 

Investment Advisor: Managed Futures Aren't for Hedging but for Uncorrelated Returns


03/20
Andrea Coleman, CAIA, writes that when considering options to protect or bolster a portfolio, understand the purpose of the tools available.
Investment Advisor Jan/Feb 2020 Cover 

Investment Advisor: Are Your Portfolios Protected From Stock Volatility?


01/20
Josh Vail, CAIA, discusses how as the probability of a market downturn rises, unhedged equity assumes more risk.
 

Pensions & Investments: Best Places to Work in Money Management


12/19
361 Capital was named to Pensions&Investments Best Places to Work in Money Management for a fourth consecutive year.
Ignites article: Adivors Don 

Ignites: Advisors Don’t Know How to Use Alts in Portfolios: BlackRock


11/19
Josh Vail, CAIA, is quoted in an article discussing how multi-alternative funds can dilute diversification efforts.
The Denver Post article: Drilling, Dollars & Debt 

The Sunday Denver Post: Drilling, dollars & debt


11/19
Blaine Rollins, CFA, discusses the oil and gas industry in Colorado and what the future might have in store.
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.
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.
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.
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.