Category: Investment Ideas

Analytic Global Alpha Model

Analytic Global Alpha Model Global Factor allocation Five years ending March 31, 2021 Past performance is not indicative of future results. For investment professional use only. Source: Analytic Investors. The above example is for illustrative purposes only and is used to display directional similarities or differences. Exposure measured by standard deviation. The Analytic Global Alpha

Stay at Home Beta Factor – Long/Short Equity Strategies

Cumulative Factor Returns following Stay at Home Beta implementation Download PDF > Past performance is not indicative of future results. For investment professional use only. Source: Analytic Investors team. Data from 11/10/20 – 02/23/21. See Glossary of Terms >

High Valuations and Low Interest Rates

Shiller Price Earnings (P/E) Ratio for the S&P 500 vs. Long-Term Interest Rates Cyclically-Adjusted P/E Ratios are 38% higher than the long-term average, suggesting that market valuations are stretched. Download PDF >

2020 Returns – Global Long/Short Equity

10 Years in 10 MonthsDownload PDF > Past performance is not indicative of future results. Source: Morningstar. Data from 01/01/20 – 10/31/20. See Glossary of Terms >

2020 Returns – Domestic Long/Short Equity

10 Years in 10 MonthsDownload PDF > Past performance is not indicative of future results. Source: Morningstar. Data from 01/01/20 – 10/31/20. See Glossary of Terms >

Hedged Equity May Help You Gain More by Losing Less

This chart illustrates the four largest market drops during drawdown periods* and how the 361 Domestic Long/Short Equity Fund captured less drawdown than the MSCI World Index, while maintaining an average net exposure of 70%. Reduced drawdowns may improve a client’s overall experience—keeping them invested across market cycles so that assets can continue to work

History Suggest Low Return Following a Pandemic

Response of the European real natural rate of interest following pandemics and wars Read Full Paper > Source: Jorda, Oscar, Sanjay R. Singh, Alan M. Taylor. 2020. “Longer-Run Economic Consequences of Pandemics,” Federal Reserve Bank of San Francisco Working Paper 2020-09. Notes: Response calculated using Equation 4 from paper. Shaded areas are 1 and 2

Seeking Alpha While Managing Risk

361 Global Long/Short Equity Fund This chart shows the Fund’s compelling statistical performance for the 5-year period ending December 31, 2019. Download PDF > Learn more about the 361 Global Long/Short Equity Fund >

Consider Alternatives to Traditional Markets

Historically, Alternatives Have Provided a Valuable Source of Additional Return The table below shows annual returns for Stocks, Bonds and Alternatives from 1994-2019. Since 1994, alternatives have outperformed at least one element of an investor’s core* portfolio 77% of the time. Download PDF >