news and articles
Getting What You Paid For: High capture ratio funds
By David Snowball Investors are interested in returns: the answer to the question, “how much are you going to make me?” Sophisticated investors are interested in how those returns are delivered. Over the current market cycle, Fidelity Blue Chip Growth (FBGRX) has returned 10.7%, among the best of all funds. AMG Yacktman Focus (YAFFX) trails it at 10.5% and costs a…
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Model Portfolios As A Viable Option
By JEFF SCHLEGEL Some financial advisors are into portfolio management and prefer creating investment portfolios for their clients. Others aren’t. For advisors who’d rather outsource some or all of their investment management in order to focus on comprehensive financial planning, they can turn to model portfolios. And increasingly, they do. To use a trendy word,…
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Defensive Equity as a fixed income replacement
Provided by EAB Investment Group, LLC Written by: Arnim Holzer and William Visconto, Portfolio Managers of James Alpha Managed Risk Domestic Equity Fund (JDIEX) Defensive Equity as a fixed income replacement Abstract: Much attention has been paid of late to the building of diversified portfolios to smooth out performance through the reduction of meaningful drawdown.…
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JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS FUND Second Quarter Commentary
Performance Commentary Provided by Ranger Global Real Estate Advisors, LLC Second Quarter 2019 SECOND QUARTER MARKET AND FUND PERFORMANCE Global real estate stocks were up modestly in the second quarter of 2019, extending the recovery that began in the first quarter, as the U.S. Fed joined the other major central banks in a more accommodative…
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Arnim Holzer Wants His Investors to Sleep Soundly as He Manages Their Portfolio
Arnim S. Holzer is Global Macro Strategist, Client Portfolio Manager and Founder of the EAB Correlation Defense Index at EAB Investment Group. With over 30 years of global macro and multi-asset experience, Mr. Holzer’s investment philosophy is a unique blend of fundamental, technical and quantitative disciplines honed over the years of working with many of the…
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White Paper – Using Managed Risk Equity to Improve Portfolio Returns
The benefits of using managed risk equity to improve portfolio returns: JDIEX a case in point Provided by EAB Investment Group, LLC Written by: Arnim Holzer and William Visconto, Portfolio Managers of James Alpha Managed Risk Domestic Equity Fund (JDIEX) Study Objectives: The purpose of this study is to illustrate the positive impact of minimizing…
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JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS FUND First Quarter Commentary 2019
Performance Commentary Provided by Ranger Global Real Estate Advisors, LLC First Quarter 2019 FIRST QUARTER MARKET AND FUND PERFORMANCE Global real estate stocks recovered strongly in the first quarter of 2019, rebounding from a weak end to 2018 as concerns over the China-U.S. trade dispute eased and major central banks grew more accommodative. The FTSE…
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JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS FUND January 2019 Special Report
Provided by Ranger Global Real Estate Advisors, LLC January 2019 During Q4 of 2018 the global REIT market lost its focus on industry fundamentals and was instead driven by exogenous factors. During such periods of market fixation on non-fundamental factors, industry fundamentals and stock-picking are overwhelmed by a flight to benchmark that can impose headwinds…
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JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS FUND November Performance – December 2018
Provided by Ranger Global Real Estate Advisors, LLC November Performance – December 2018 During the month of October the global REIT market lost its focus on industry fundamentals and was instead driven by exogenous factors. During such periods of market fixation on non-fundamental factors, industry fundamentals and stock-picking are overwhelmed by a flight to benchmark…
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A CLOSER LOOK AT JARIX’S PERFORMANCE IN NOVEMBER 2018
Provided by Ranger Global Real Estate Advisors, LLC Special Report – November 2018 During the month of October, the global REIT market lost its focus on industry fundamentals and was instead driven by exogenous factors, notably: Concerns over rising interest rates prompted by U.S. Fed tightening; Escalating trade tensions between the U.S. and China; Geopolitical…
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