Venture Capital Technology
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Venture
Capital

There’s a smarter way to invest...
and anyone can do it.

In the Morningstar large growth category, LDVIX, LDVAX and LDVCX received an overall rating of 5 stars, 3-year rating of 5 stars out of 1,138 funds, and 5-year rating of 5 stars out of 1,024 funds, based on risk-adjusted returns as of 6/30/2021.

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KCMTX

AXS Multi-Strategy Alternatives Fund

Time-tested core alternative strategy.
It’s how our clients successfully navigate today’s uncertain markets.

In the Morningstar multistrategy category, KCMTX and KCMIX received an overall rating of 5 stars, 3-year rating of 5 stars out of 128 funds, 5-year rating of 5 stars out of 101 funds and 10-year rating of 5 stars out of 31 funds, based on risk-adjusted returns as of 6/30/2021. For the 1-, 5- and 10-year periods ending 6/30/2021, percentile rankings were 3, 1 and 1 for KCMTX and 2, 1 and 1 for KCMIX , respectively.

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AXSKX

AXS Sustainable Income Fund

Access high yield and ESG in one fund.

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LDPIX

AXS Thomson Reuters Private Equity Return Tracker Fund

First-ever daily liquid fund
that tracks private equity returns.

"It's hard for mutual funds to directly own venture capital or private equity in any size, but it can be done".

Making the Case for Liquid Alts 2.0
Barron's April 7, 2021

TERIX Slider
TERIX

AXS All Terrain Opportunity Fund

Seeking positive returns in all markets?

In the Morningstar macro trading category, TERIX received an overall rating of 4 stars, 3-year rating of 4 stars out of 90 funds, and 5-year rating of 4 stars out of 85 funds, based on risk-adjusted returns as of 6/30/2021.

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Latest News, Education and Insights

The Hard Work of Democratization in PE & VC Land

AXS spoke to Alternatives Watch about innovative ways to remove barriers that historically limited access for individuals to Venture Capital and Private Equity.

A steady stream of ongoing research is highlighting that Environmental, Social, and Governance (ESG) funds are outperforming their non-ESG and market benchmark brethren, which means “investing for good” positions portfolios to “invest for gains.”

Quantitative easing by the Federal Reserve has had a significant impact on many investments. More QE may be ahead and a quick lookback at “tapering” and “tantrums” can be instructive for investors who want to be prepared.

5-Star rated core liquid alternative strategy earns top rank for 5-year and 10-year periods