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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 August 31, 2023. Based on risk-adjusted returns. Category: Global Real Estate out of 182 funds.

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

Annualized Returns

1 YR 0.87%
3 YR 1.25%
5 YR 0.75%
10 YR 4.28%
Since Inception 5.40%

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 August 31, 2023. Based on risk-adjusted returns. Category: Multisector Bond out of 316 funds.

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

Annualized Returns

1 YR 2.36%
3 YR 1.42%
5 YR 4.60%
Since Inception 4.67%

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 August 31, 2023. Based on risk-adjusted returns. Category: Options Trading out of 161 funds.

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

Annualized Returns

1 YR 11.56%
3 YR 6.30%
5 YR 6.24%
Since Inception 5.30%
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Perspectives

Q2 2023 Global Real Estate Commentary

Despite the macroeconomic and geopolitical stress that is capturing headlines, our outlook for the global real estate market continues to be constructive. Real estate fundamentals and earnings growth remain healthy in an environment characterized by low supply in many sectors, paired with high construction costs.

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Q2 2023 Income Opportunities Fund Commentary

JSVIX posted a 1.47% return in Q2 2023 outperforming Bloomberg Aggregate Bond Index by 2.31%. Q2 outperformance is primarily attributed to lower duration of the Fund relative to the  Bloomberg Aggregate (2.1 yrs vs 6.3 yrs) and its higher carry. Within the sectors, the main contributor was RMBS which comprised 40% of the portfolio and contributed 1% to portfolio return.

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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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