Category: Investment Ideas

Negative Years for High Beta Stocks 1997-2018

This chart illustrates how in periods when high beta stocks struggled, the broader market tended to struggle as well, but to a lesser degree. Therefore, investors may potentially benefit by implementing strategies that short high beta stocks to better protect against capital loss during market downturns. This approach may improve a client’s overall experience—keeping them

Forecasting Calculator

The equity portfolio forecasting tool allows you to look at different return scenarios based on market increases or decreases – and how a hedged equity approach may improve those outcomes. Please note: the calculator may not appear in some versions of the Internet Explorer browser. If you do not see the calculator, please use a

Investment Loss Calculator

With market uncertainty, those nearing retirement may not have time to rebound from significant losses in a market downturn. Too many investors fail to realize that it’s not only about the loss of monetary resources, but also the loss of time in which to make them back. The Investment Loss Calculator shows the amount of

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.