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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 August 31, 2022. Based on risk-adjusted returns. Category: Global Real Estate out of 186 funds.

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

Annualized Returns

1 YR -23.86%
3 YR -1.16%
5 YR 2.91%
10 YR 5.50%
Since Inception 6.15%

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, 2022. Based on risk-adjusted returns. Category: Multisector Bond out of 282 funds.

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

Annualized Returns

1 YR -5.22%
3 YR 4.76%
Since Inception 5.31%

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, 2022. Based on risk-adjusted returns. Category: Options Trading out of 116 funds.

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

Annualized Returns

1 YR -2.83%
3 YR 4.35%
5 YR 5.50%
Since Inception 4.50%
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Perspectives

Q2 2022 Income Opportunities Commentary

The first half of 2022 was a challenging market environment, for both equities and bonds. A combination of rapidly rising interest rates, inflation, and slashed earnings forecasts weighed heavily on equity valuations in the second quarter, with the market officially entering a bear market.

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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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