Skip to content

Information Regarding the Joint Special Meeting of Shareholders

Dear Valued Advisors & Partners, We are pleased to announce that the James Alpha Funds have completed their reorganization into the newly formed James Alpha Funds Trust. This will become effective at the close of business on Friday, March 19, 2021.  Even though each James Alpha Fund will continue to have the same investment objectives,…

Read More...

Managed Risk Domestic Equity 2021 Market Outlook

As investors look back at 2020 there is both a sense of relief as well as dread given the depths of fear and the subsequent hope that the year delivered. Authorities’ tremendous support in the form of fiscal as well as monetary actions, joined by the expectations that vaccine deployment would return activity to normal, created a market bust and boom cycle investors have rarely experienced…

Read More...

Global Real Estate Q4 Market and Fund Performance Commentary

Global real estate stocks rallied significantly in the fourth quarter of 2020, extending the strong but choppy recovery that began in the second quarter, as the announcement of multiple successful COVID-19 vaccines offset concerns over rising infection rates and their potential impact on the global economy…

Read More...

Managed Risk Domestic Equity Fund July 2020 Commentary

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…

Read More...