news and articles
James Alpha Structured Credit Value Fund Market and Strategy Update
Market perspective from Jay Menozzi, Chief Investment Officer & Portfolio Manager for Orange Investment Advisors
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James Alpha Managed Risk Domestic Equity Fund April 2020 Market Commentary
The Covid-19 virus had an impactful effect on first quarter returns and volatility. Equities and risk assets both responded with a great deal of uncertainty as the S&P 500 dropped sharply (-19.6%). April’s 12.82% rally in the S&P 500 was equally surprising. JDIEX returned 4.8% in April while maintaining its consistent systematic defensive approach. On a…
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James Alpha Managed Risk Domestic Equity Fund Market and Strategy Update
Hear from Arnim Holzer on the James Alpha Managed Risk Domestic Equity fund market and strategy update.
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James Alpha Managed Risk Domestic Equity Fund March 2020 Commentary
The first quarter of 2020 signaled the end of the 11-year equity bull market and brought with it economic and medical uncertainties that remain unclear at this time. Under such a scenario, where the VIX spiked above 85 and equities dropped ~34% from peak to trough, the James Alpha Managed Risk Domestic equity fund provided…
Read More...“Arnim Holzer: Russell 2000 Leads Stock Weakness, Nasdaq Up Slightly” on TD Ameritrade Network.
Arnim S. Holzer, Global Macro Strategist with EAB Investment Advisors, shares his perspective with Nicole Petallides of TD Ameritrade on why he believes market volatility may be with us for quite some time and why strategies that help defend portfolios in these environments are well worth investors’ consideration.
Read More...“Advisors should consider using new tools to manage correlation extremes to improve diversification in client accounts and portfolios.”
Diversification isn’t to blame for portfolio breakdowns: Don’t just blame bonds, it’s faulty modeling. Much has been made of how the traditional 60/40 portfolio has failed. But what is interesting is the contortions the industry has made to blame the lack of diversification performance on the need for greater asset class diversity, active manager failure,…
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EAB Investment Group’s Managed Risk Domestic Equity Fund Designated Five Stars by Morningstar
Morningstar rating as of February 29, 2020. Based on total return. Category: Options-based of 114 funds. During global uncertainty managing asset allocation and downside risk with a defensive approach seeks to create value for investors PHILADEPHIA, PA, March XX, 2020 – EAB Investment Group, a SEC Registered Investment Advisor providing a series of proprietary alpha…
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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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