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SEEING THE WORLD DIFFERENTLY

GLOBAL REAL ESTATE FUND

JARIX - I SHARES | JAREX - A SHARES | JACRX - C SHARES | JARSX - R6 SHARES

With a portfolio focused on higher-growth specialty and other property types, the Easterly Global Real Estate Fund seeks to provide a high level of diversification by both property type and geography.

The fund also is nimble enough to explore Small-, Mid- and Large-cap opportunities, whereas many of the largest REIT funds focus exclusively on the U.S. market and only the largest property portfolios. 1

Overall Morningstar rating as of September 30, 2021. Based on risk-adjusted returns. Category: Global Real Estate out of 196 funds.

STRUCTURED CREDIT VALUE FUND

JSVIX - I SHARES | JASVX - A SHARES | JSVCX - C SHARES | JASSX - R6 SHARES

The Easterly Structured Credit Value Fund is singularly focused on attempting to provide competitive yields to the High Yield (HY) market but with significantly lower volatility and risk. Concentrating on quality Residential Mortgage-Back Securities (RMBS), the goal is to provide consistent positive absolute returns in all market conditions.

Legacy mortgage sectors may provide attractive risk adjusted returns and some of the highest yield-to-duration ratios in the fixed income universe under current market conditions, potentially helping improve investor’s fixed income allocations.2

Overall Morningstar rating as of September 30, 2021. Based on risk-adjusted returns. Category: Multisector Bond out of 271 funds.

HEDGED EQUITY FUND

JDIEX - I SHARES | JDAEX - A SHARES | JDCEX - C SHARES | JDSEX - R6 SHARES

The Easterly Hedged Equity Fund is designed to reduce the depth and duration of drawdowns and seeks to help you manage clients’ emotions and keep them invested through market volatility.

By combining a long equity strategy with two options strategies, the Fund seeks to manage risk during equity market downturns.3

Overall Morningstar rating as of September 30, 2021. Based on risk-adjusted returns. Category: Options Trading out of 88 funds.

Featured Insights

Structured Credit Q3 2021 Fund and Market Commentary

Macro: The performance of most risk assets moderated during the third quarter. Entering the fourth quarter, stretched valuations, stagflation concerns, the Fed’s impending tapering of Treasury and Agency MBS purchases…

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Easterly Funds Expands its Mutual Fund Lineup to Include a Best-In-Class Small Cap Value Fund and Award-Winning Long/Short Opportunity Fund

BOSTON, November 8, 2021 – Easterly Funds, a mutual fund platform offering investors access to best-in-class boutique managers, announced today that it has expanded its family of funds by offering…

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Hedged Equity Q3 2021 Market and Fund Commentary

Download PDF   The 3rd quarter of 2021 was a literal tale of two cities. The September 2nd’ quarterly peak drove S&P returns up about 5.8% rising on significant reopening optimism.…

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Easterly Funds is a mutual fund platform offering investors access to boutique managers and unique strategies with differentiated investment approaches. Our ambition is to bring innovative, alpha-generating mutual funds to investors, enabling them to better navigate need for income, capital appreciation and risk management to help smooth their investment journey.

The Easterly Funds family of mutual funds include portfolios focused on hedged equity, global REITs, structured credit, small cap value and long/short equity, which are intended to provide low volatility growth, alternative sources of income, quarterly or even monthly distributions.