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Fund Spotlight

Global Real Estate Fund

The Global Real Estate Fund will target owning 50 best ideas. The Fund is focused on higher-growth specialty and other property types, seeking high active share and diversification by both property type and geography, as well as across the market cap spectrum.
Morningstar Rating™

Overall Morningstar rating as of April 30, 2023. Based on risk-adjusted returns. Category: Global Real Estate out of 185 funds.

Fund Inception Date
08/01/2011
Benchmark
FTSE EPRA Nareit Developed TR

Annualized Returns

1 YR -17.85%
3 YR 3.77%
5 YR 1.74%
10 YR 3.97%
Since Inception 5.74%

Income Opportunities Fund

The Income Opportunities Fund seeks to provide a high level of income and total return with low sensitivity to interest rates and credit spreads by taking advantage of opportunities in the multisector bond market.
Morningstar Rating™

Overall Morningstar rating as of April 30, 2023. Based on risk-adjusted returns. Category: Multisector Bond out of 286 funds.

Fund Inception Date
08/21/2018
Benchmark
Bloomberg US Aggregate Bond Index

Annualized Returns

1 YR -0.80%
3 YR 4.00%
Since Inception 4.84%

Hedged Equity Fund

The Hedged Equity Fund is a purpose-built strategy that seeks to provide limited drawdowns during significant equity market downturns.
Morningstar Rating™

Overall Morningstar rating as of April 30, 2023. Based on risk-adjusted returns. Category: Options Trading out of 142 funds.

Fund Inception Date
08/03/2015
Benchmark
S&P 500 TR

Annualized Returns

1 YR 6.98%
3 YR 7.66%
5 YR 6.33%
Since Inception 5.29%
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Perspectives

Q1 2023 Long/Short Opportunity Commentary

The Russell 3000 Value Index rose by a modest 0.9% in the first quarter of 2023. Returns by sector reveal more upheaval. A 5% decline in Financials, Health Care and Energy – which together represent over 45% of the Index – was partially offset by a high-teens increase in Communications Services and Information Technology – together just 15% of the Index.

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Q1 2023 Hedged Equity Commentary

The Easterly Hedged Equity Fund in Q1 generated a 4.40% return vs. 7.48% in the S&P 500, for a 59% capture. The narrative of the quarter, similar to the end of 2022, was the market’s forecasting of a less hawkish Federal Reserve in connection with some evidence that softening inflation data signaled a coming end to interest rate hikes.

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News & Media Mentions

The thoughts and opinions expressed in the articles are solely those of the author. The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfolio.

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