Individual investors may not be aware they can access venture capital exposure. Learn the basics of this exciting corner of equity investing poised for an exploding 2021, and how all investors can overcome the barriers to tapping into its historically oversized returns. Length 8 pages

Merger arbitrage deserves a closer look as a strategy that can provide investors with a solution to reduce volatility in a portfolio. Learn about how this investing strategy works. Length 6 pages

What would have happened if you added managed futures to a traditional 60/40 portfolio? We looked back 20 years to see the effect on risk-adjusted returns and volatility. Length 2 pages

A 20-year look-back at quarterly index returns draws a smile-shaped trend line that uncovers the advantageous relationship between equities and managed futures. See what this could mean for investors. Length 1 page

In this research paper, Ampersand Investment Management examines how long it takes for managed futures strategies to react to changes in equity market conditions. Length 6 pages

What happened in the first four months of 2020? The steepest declines in many investments, except managed futures. This analysis explains why. Length 1 page

In the two past recessions, we have seen managed futures substantially outperform US equities. When you combine both periods, the aggregate differential is over 50%. Length 1 page

If you need a definition of any terms or indices, see our glossary.

The views expressed may change at any time after the date of publication. There is no guarantee that any projection, forecast or opinion will be realized. All referenced indices are discussed for informational purposes only and are not meant to represent any Fund. Investors cannot directly invest in an index. Past performance does not guarantee future results. For more important information about our Funds, click here.