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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 speciality 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 January 31, 2023. Based on risk-adjusted returns. Category: Global Real Estate out of 184 funds.

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

Annualized Returns

1 YR -11.00%
3 YR 1.25%
5 YR 4.97%
10 YR 5.88%
Since Inception 7.25%

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 January 31, 2023. Based on risk-adjusted returns. Category: Multisector Bond out of 290 funds.

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

Annualized Returns

1 YR -4.36%
3 YR 4.01%
Since Inception 5.03%

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 January 31, 2023. Based on risk-adjusted returns. Category: Options Trading out of 133 funds.

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

Annualized Returns

1 YR 3.61%
3 YR 6.16%
5 YR 6.35%
Since Inception 5.30%
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Perspectives

Hedged Equity Q3 2022 Commentary

The Easterly Hedged Equity Fund (JDIEX) generated a -1.52% return vs. the S&P 500’s -5.30% decline in Q3. The prevailing narrative of the quarter was the confrontation between equity investors pressing the bullish expectations of a FED dovish pivot and the FED squashing those hopes to restrain inflationary expectations.

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Long/Short Opportunity Fund Q3 2022 Commentary

As we write this letter in mid-October, with the Russell 3000 Value down 5.6% in the third quarter and down 18.0% year-to-date, it’s hard to believe that the third quarter began with a 11.5% rally through mid-August. Decent earnings reports in July, moderating commodity prices and stable U.S. consumer spending all provided relief. The mood changed quickly as the Federal Reserve telegraphed their commitment to quantitative tightening: over the last six weeks of Q3, rates rose at one of the fastest clips in history, creating a myriad of financial impacts in their wake.

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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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