Multi-Strategy

Investment Strategy > Multi-Strategy
Fund Name
Advisor
Fund Type
Sub-Advised
Approach
Manager Structure
Inception
Mutual Fund
No
Active
Multi-Manager
06/29/2004
Mutual Fund
No
Active
Single Manager
09/29/2015
Mutual Fund
Yes
Active
Multi-Manager
05/01/2013
Mutual Fund
Yes
Active
Multi-Manager
01/31/2011
Mutual Fund
Yes
Active
Multi-Manager
01/31/2011
Mutual Fund
Yes
Active
Multi-Manager
02/28/2013
Mutual Fund
Yes
Active
Multi-Manager
07/19/2011
Mutual Fund
Yes
Active
Multi-Manager
11/27/2012
Mutual Fund
Yes
Active
Multi-Manager
02/03/2014
Mutual Fund
Yes
Active
Multi-Manager
04/01/2009
Mutual Fund
Yes
Active
Multi-Manager
03/27/2013
Mutual Fund
Yes
Active
Multi-Manager
08/06/2013
Mutual Fund
Yes
Active
Multi-Manager
6/16/2014
Mutual Fund
Yes
Active
Single Manager
03/11/2014
Mutual Fund
Yes
Active
Multi-Manager
04/30/2012
Mutual Fund
Yes
Active
Single Manager
08/04/2015
Mutual Fund
No
Active
Single Manager
12/30/2013
Mutual Fund
No
Active
Single Manager
12/30/2013
Mutual Fund
Yes
Active
Multi-Manager
03/31/2014
Mutual Fund
No
Active
Single Manager
08/14/2008
Mutual Fund
No
Active
Single Manager
12/27/2000
Mutual Fund
Yes
Active
Multi-Manager
11/18/2013
Mutual Fund
No
Replication
Single Manager
05/30/2008
Mutual Fund
Yes
Active
Multi-Manager
04/30/2013
Mutual Fund
Yes
Active
Multi-Manager
12/27/2013
Mutual Fund
Yes
Active
Multi-Manager
12/31/2013
Mutual Fund
No
Active
Single Manager
09/19/2005
Mutual Fund
Yes
Active
Multi-Manager
9/23/2002
Mutual Fund
Yes
Active
Multi-Manager
05/02/2011
Mutual Fund
No
Active
Single Manager
09/08/1993
Mutual Fund
No
Replication
Single Manager
06/30/2008
ETF
No
Replication
Single Manager
03/25/2009
Mutual Fund
Yes
Active
Multi-Manager
09/30/2011
Mutual Fund
Yes
Active
Multi-Manager
12/20/2007
Mutual Fund
No
Active
Single Manager
09/19/2013
Mutual Fund
No
Systematic
Single Manager
09/30/2008
Mutual Fund
Yes
Active
Multi-Manager
5/17/2011
Mutual Fund
Yes
Active
Multi-Manager
04/13/2009
Mutual Fund
Yes
Active
Multi-Manager
02/07/2014
Mutual Fund
Yes
Active
Multi-Manager
12/30/2014
Mutual Fund
Yes
Active
Multi-Manager
10/24/2011
Mutual Fund
No
Active
Single Manager
12/23/2008
Mutual Fund
No
Active
Single Manager
12/23/2008
Mutual Fund
No
Replication
Single Manager
07/22/2010
Mutual Fund
Yes
Active
Multi-Manager
07/25/2014
Mutual Fund
No
Systematic
Single Manager
02/28/2013
Mutual Fund
Yes
Active
Multi-Manager
06/05/2009
Mutual Fund
Yes
Active
Multi-Manager
04/23/2014
Mutual Fund
Yes
Active
Multi-Manager
01/12/2012

News

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Riding Investment Waves

Riding Investment Waves For Risk Averse Investors

Bill Hortz of the Institute for Innovation Development recently sat down with Dan Darchuck, Co-Founder and CEO of Topturn Capital, an independent financial advisory firm, to discuss their investment methodology and how it relates to surfing.

Litman Gregory Alternatives Fund

Why Litman Gregory Created a Liquid Alternatives Fund

When Ken Gregory first went looking for a liquid alternatives fund for his financial advisory clients, he had a checklist of items he wanted in a fund. When his search turned up empty, he decided to start his own fund.

Jason Steuerwalt Litman Gregory

Q&A With Jason Steuerwalt of Litman Gregory – Part 2

In this Q&A with Jason Steuerwalt, CFA, of Litman Gregory we discuss the firm’s risk management, manager selection and portfolio construction process.

Research

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Videos

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Litman Gregory Alternatives Fund

Why Litman Gregory Created a Liquid Alternatives Fund

When Ken Gregory first went looking for a liquid alternatives fund for his financial advisory clients, he had a checklist of items he wanted in a fund. When his search turned up empty, he decided to start his own fund.

Ronald van der Wouden Rock Creek

Video: Rock Creek Explains Approach as Sub-Advisor to Alternatives Fund

Wells Fargo’s Brian Jacobsen introduces the Rock Creek Investment Team, sub-advisor to the Wells Fargo Advantage Alternative Strategies Fund.

Brian Jacobsen Wells Fargo Alts Part 3

Video: Shifting the Efficient Frontier with Alternatives

Wells Fargo’s Brian Jacobsen explains how adding alternative strategies to a traditional portfolio can shift its efficient frontier.

Commentary

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361 Capital Commentary - I say Bring It

361 Capital: I say “Bring It”…

This week Blaine Rollins of 361 Capital brings his usual mix of analysis and context to look at the capital markets with discussion on the… [read more]

361 Capital Wall Street’s favorite Superhero…

361 Capital: Wall Street’s favorite Superhero…

This week Blaine Rollins of 361 Capital brings his usual mix of analysis and context to look at the capital markets with discussion on the… [read more]

361 Capital - Although a Slow Holiday Week…

361 Capital: Although a Slow Holiday Week…

This week Blaine Rollins of 361 Capital brings his usual mix of analysis and context to looking at the capital markets with a view of… [read more]