August 15, 2024
August 1, 2024
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.
August 1, 2024
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.
August 1, 2024
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.
August 1, 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.
April 19, 2024
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 16, 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.
April 16, 2024
Equities have generally declined in Q3 2023 as market sentiment has changed towards the U.S. interest rate regime that the U.S. Federal Reserve intends to stay “higher for longer”.
April 15, 2024
The Picton Mahoney Fortified Arbitrage Alternative Fund Cl F returned 1.82%, and Picton Mahoney Fortified Arbitrage Plus Alternative Fund Cl F returned 3.23% in the third quarter of 2023.