Category: Investment Ideas

This chart illustrates the dynamic nature of the Global Equity Model Factor Allocations. Download PDF > Learn more about the 361 Global Long/Short Equity Fund >

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 >

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

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.  

  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

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.  

361 Global Long/Short Equity Fund This chart illustrates how during the most recent MSCI World Index drawdown, the Fund was able to capture equity returns while managing drawdown risk. Download PDF > Learn more about the 361 Global Long/Short Equity Fund >

Whiteboard Video Series: What is Correlation? Watch this short 4-minute educational video to learn more about correlation and what it means for your client portfolios.  

361 U.S. Small Cap Equity Strategy Due to the strategy’s unique approach, it has historically captured less of the downside of the Russell 2000 Index, while keeping pace on the upside. This incremental outperformance, since inception of the strategy, has resulted in a larger return on a hypothetical portfolio of $10,000 versus both the Russell

Whiteboard Video Series: What are Sharpe and Sortino Ratios? Watch this short 5-minute educational video to learn more about sharpe and sortino ratios and what they mean for your client portfolios.