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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 September 30, 2024. Based on risk-adjusted returns. Category: Global Real Estate out of 179 funds.

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

Annualized Returns

1 YR 26.61%
3 YR -2.51%
5 YR 2.95%
10 YR 6.20%
Since Inception 6.70%

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 September 30, 2024. Based on risk-adjusted returns. Category: Multisector Bond out of 325 funds.

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

Annualized Returns

1 YR 10.62%
3 YR 2.14%
5 YR 5.23%
Since Inception 5.52%

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 September 30, 2024. Based on risk-adjusted returns. Category: Options Trading out of 257 funds.

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

Annualized Returns

1 YR 21.21%
3 YR 9.66%
5 YR 9.23%
Since Inception 6.98%
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Perspectives

Easterly EAB – Macro Insights

In this macro market analysis, Arnim Holzer, Global Macro Strategist at Easterly EAB Risk Solutions, examines the key dynamics shaping investor sentiment including the Fed’s potential upcoming rate cuts, rising volatility tied to the Yen carry trade, and sector implications of the 2024 presidential election.

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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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