Read the August 2020 commentary on the James Alpha Advisors Managed Risk Domestic Equity Fund from the portfolio managers at EAB Investment group.

The S&P 500 continued it’s 4-month rally wiping out the entire selloff of this year’s first quarter.  Volatility continued to contract as VIX fell another 20%.  JDIEX provided a 2.40% return for the month bringing its year to date performance to 2.89% versus 2.38% in the S&P 500. While these return figures are close, the volatility…

June was both a positive and volatile month for equities, as the S&P 500 wrapped up with one of its best quarters ever.  For June, JDIEX returned 1.93% versus 1.99% in the S&P 500. That brings the YTD return to 0.48% versus (-3.08%) for the S&P 500. Market sentiment improved in June due to optimism from the reopening of nonessential businesses…

Arnim discusses why EAB Investment Group still encourages investors to have a defensive mindset while the equity markets just posted their strongest quarterly gains since 1998.

The markets continued to rise in May as investor demand continues to price in both a post Covid-19 environment as well as the beginning of an economic recovery. For the month, the fund provided a .97% return versus 4.76% in the S&P 500. Volatility continued to decline in May with the VIX index moving from…