Managed Futures Evolves

 

The chart looks at Catalyst/Millburn Hedge Strategy Fund (MBXIX), Grant Park Multi Alternative Strategies Fund (GPAIX), the Vanguard S&P 500 Index (VFINX) and RYMFX. For not being 100% equities, MBXIX and GPAIX have done well, they each have a lot of stars from Morningstar but of course, they've not had to contend with a true bear market. They did deal with last December's panic, I would say they definitely muted the decline as captured in the hover.

 

Those results are especially good if you consider that the type of trend following employed by these funds is slower than such a fast decline. I just learned about these today so I don't know whether I think of them as true alternatives, low volatility equities proxies akin to SPLV or something else. One aspect of this blog is to share my process and part of my process is to learn about new (to me) funds/strategies for possible inclusion into client portfolio.

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