Category: Investment Ideas

Three Portfolios Over Time

Portfolios with diversifiers have struggled for roughly the past 5 years. However, when we look back over the past 30 years, we see a much different picture of diversifiers. Reduced drawdowns with diversifiers may improve a client’s overall experience—keeping them invested across market cycles so that assets can continue to work and the power of

Individual Drivers Over Time

While uncorrelated strategies have struggled for the past 5 years, if we look at a more statistically significant time frame, we see a much different picture of diversifiers. While the last 5 years have been difficult for uncorrelated assets, history has shown why they continue to be a beneficial component of well-diversified portfolios. Past performance

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 Global 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

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 Global 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

Managed Futures: The Past 10 Years

Over the past 10 years, Managed Futures strategies have faced varying returns. Below outlines the main driver for the trend-following category compared to the returns for the 361 Managed Futures Strategy Fund and 361 Global Managed Futures Strategy Fund—highlighting 361’s unique counter-trend approach to Managed Futures. Download PDF >

Alts University: Alternatives 101

Whiteboard Video Series: Alternatives 101 Watch this short 5-minute educational video for a brief overview on alternative investments.  

Alts University: Risk Budgeting 101

Whiteboard Video Series: Risk Budgeting 101 Watch this short 5-minute educational video to learn more about risk budgeting and how you can structure client portfolios to maximize returns while managing risk.  

UBS On-Air Replay: Alternative Investments
Liquid Alts Series

  Josh Vail, CAIA President, 361 Capital           Josh Vail, CAIA, was interviewed during the February 26, 2019 edition of the Alternative Investments Liquid Alts Series on UBS On-Air discussing 361 Capital’s Long/Short Equity strategy. Listen to the Replay

Alts University: What are Upside and Downside Capture?

Whiteboard Video Series: What are Upside and Downside Capture? Watch this short 5-minute educational video to learn more about upside and downside capture and what they mean for your client portfolios.