DENVER, October 15, 2018—361 Capital, a leading boutique asset manager, today announced that the 361 Managed Futures Strategy Fund (AMFZX) has been shortlisted in three categories for the 2018 HFM US Hedge Fund Performance Awards. The categories are: ’40 Act CTA (Commodity Trading Advisor), Managed futures (CTA) under $1 billion in AUM and Managed futures (CTA) long-term performance with under $1 billion in AUM.
The Fund seeks to generate performance by employing a suite of systematic trading models that take positions (long, short, or cash) in U.S. equity index futures contracts.
“We are very excited that our fund, 361 Managed Futures Strategy Fund, has been shortlisted in three categories for the HFM US Hedge Fund Performance Awards,” said 361 Capital President and CEO Tom Florence. “This Fund provides true portfolio diversification and demonstrates our commitment to delivering distinctive, research-driven solutions and generating predictable outcomes for our clients, and we are delighted to be recognized by HFMWeek.”
The HFM US Hedge Fund Performance Awards celebrate those funds that have stood out in the competitive market over the past twelve months, honoring those that have outperformed their peers and demonstrated impressive growth last year. A panel of independent industry professionals appointed by HFMWeek selected the 361 Managed Futures Strategy Fund to be shortlisted in the above mentioned categories based on a combination of quantitative and qualitative data, including annual performance, volatility, risk management and track record from July 2017 to June 2018.
About 361 Capital
361 Capital is a leading boutique asset manager. Founded in 2001, the firm offers a suite of actively managed alternative and behavioral-based equity strategies that seek to deliver meaningful alpha, manage risk and offer diversification potential to investor portfolios.
361 Capital is majority employee-owned with strategic investments from Lovell Minnick Partners, a private equity firm and Lighthouse Investment Partners.
For more information, call 866-361-1720 or visit 361capital.com.
|As of 9/30/2018||1 Year||3 Year||5 Year||Since Inception
|361 Managed Futures Strategy Fund (AMFZX)||4.68%||1.09%||1.86%||3.49%|
|FTSE 3 Month T-Bill Index||1.57%||0.80%||0.49%||0.38%|
|Morningstar Managed Futures Category||2.01%||-1.53%||1.48%||-0.67%|
Annual Expense Ratio: Gross 1.90%.
Returns shown over one year are annualized. Returns include the reinvestment of dividends and income.
Past returns shown do not guarantee future results. Current performance may be lower or higher. Call 888-736-1227 for the latest month-end returns. Return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than original cost. Other share class performance may vary.
You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, or summary prospectus, that contains this and other information about the Funds, call 1-888-736-1227. Please read the prospectus or summary prospectus carefully before investing.
Investing involves risk, including possible loss of principal. Futures prices may be very volatile. The small margin required for futures contracts magnifies the effect of market volatility and allows the loss from a contract potentially to exceed the Fund’s initial investment. With short contracts, the loss is theoretically unlimited since the appreciation of the underlying asset also is theoretically unlimited. Fund assets not invested in futures are invested primarily in investment-grade bonds. Bond prices generally fall when interest rates rise. Frequent trading by the Fund may reduce returns and increase the number of taxable transactions. Concentration of its portfolio in relatively few issuers may make the Fund more volatile than a diversified fund.
The 361 Funds are distributed by IMST Distributors, LLC.
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