April 23, 2025
Both Alpha Funds provided positive returns in Q3 with positive contributions from all three core active strategies and very small beta exposure to traditional stocks and bonds as measured by our analysis of daily portfolio returns.
April 17, 2025
March 25, 2025
March 3, 2025
February 24, 2025
January 16, 2025
Both Alpha Funds provided positive returns in Q3 with positive contributions from all three core active strategies and very small beta exposure to traditional stocks and bonds as measured by our analysis of daily portfolio returns.
January 11, 2025
Both Alpha Funds provided positive returns in Q3 with positive contributions from all three core active strategies and very small beta exposure to traditional stocks and bonds as measured by our analysis of daily portfolio returns.
January 11, 2025
Both Alpha Funds provided positive returns in Q3 with positive contributions from all three core active strategies and very small beta exposure to traditional stocks and bonds as measured by our analysis of daily portfolio returns.
November 26, 2024
While the multi-strategy portfolio had trailed traditional 60/40 portfolio with larger exposures to US large cap equities in Q1 and Q2 of 2023, the portfolio benefited from a return to more diversified behavior in Q3. This improvement in diversification occurred while equity markets became increasingly fragile.