Joseph Barrato, CEO and Director of Investment Strategies at Arrow Funds, and Jenny Kellams, Director of Investment Strategy for Dunn Capital Management, LLC, discuss the use of trend-following strategies to diversify portfolios and potentially reduce risk during times of equity market drawdowns.
The strategy can take tactical long and short positions in more than 50 futures markets, including commodities, currencies, debt, and equity indices. Investors can allocate in a variety of vehicles, including a mutual fund available to retail investors (Arrow Managed Futures Strategy Fund Class I (MFTNX) as well as accredited investor products, such as a pooled fund, an offshore fund, or a separately managed account offered by Dunn Capital Management, LLC.
WEBCAST – Alternatives that Embrace Volatility
If investors are rewarded for embracing volatility, why not embrace an alternative product that embraces volatility while delivering equity-like returns that are negatively correlated to the equity markets?
In a volatile world, opportunity and risk will appear in short order. Flexibility to incorporate tactical and alternative has to be the watchword. Learn about how higher volatility strategies can greatly complement what many investors already own. We’ve learned alternative strategies offer low correlation because they have the ability to generate alpha in bear markets. Did you know there are alternative products that are fully diversified so that losses can be offset during times of equity market stress, but you need less cash for it to impact your overall portfolio? Dunn Capital Management has been a leader in high-volatility strategies since 1974. DUNN Capital WMA program has delivered double-digit annualized returns (+13%) since 1984. The program has outperformed the equity marker with virtually zero correlation. Arrow Fund specializes in liquid alternative funds and partnered with Dunn seven years ago to offer access to their unique WMA program. Learn how to differentiate your practices by utilizing high-volatility investment strategies to help enhance returns and mitigate risk.
Accepted for 1 CFP® / IWI / CFA CE Credit