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Structured Credit Value Fund Q1 2021 Commentary

Download PDF   Macro:  The Democrats’ sweep of both Senate seats in Georgia’s run-off election gave them essentially a 51-50 majority in the Senate to go along with a reduced and thin majority in the House.  This set the stage for President Biden’s signing of the $1.9 trillion COVID-19 relief bill dubbed American Rescue Plan…

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Managed Risk Domestic Equity Fund Q1 2021 Commentary

Download PDF   The U.S. equity markets were strong during the first quarter of 2021 but far from calm as concerns about the Biden administration’s ability to get fiscal stimulus passed and the FED’s ability to execute its run hotter inflation policy gave the markets pause. During the quarter, JDIEX provided a 3.72% return vs…

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Global Real Estate Investment Fund Q1 2021 Commentary

Download PDF   Global real estate stocks staged another rally in the first quarter of 2021, extending the strong but choppy recovery that began in the second quarter of 2020, as the successful roll-out of Covid-19 vaccination programs fueled investor optimism and offset concerns over the impact of rising infection rates on the global economy.…

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AlphaPeak Market Commentary

Market Update In the last several months, the US has seen a myriad of positive catalysts that have supported the market. The closure of the 2020 election cycle effectively neutralized political risks. The announcement of the vaccine and successful rollout provides hope that life may return to normal later in the year. After spiking to…

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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,…

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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…

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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…

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