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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 and potential Evergrande spillover effects have dampened what has otherwise been a continuous equity rally since last year’s presidential election.  Corporate credit posted a positive…

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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 investors a best-in-class Small Cap Value Fund and an award-winning Long/Short Opportunity Fund, both sub-advised by the Snow team at Easterly Investment Partners (EIP). Easterly…

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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. However, concerns about a Chinese growth roll over and credit issues combined with the potential for a more hawkish FED nearly erased all the S&P’s gains.…

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Global Real Estate Q3 2021 Commentary

Download PDF   Global real estate stocks posted a modest loss in the third quarter of 2021, following strong gains in the first half of the year. Investment returns were weighed down by macroeconomic concerns, including rising inflation, a sharp uptick in European energy prices and the Evergrande debt challenge in China. The FTSE EPRA…

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James Alpha Advisors Rebrands as Easterly Funds

BOSTON, August 23, 2021 – James Alpha Advisors, (JAA), a mutual fund platform offering investors access to boutique managers and unique strategies, today announced that it has rebranded as Easterly Funds https://www.easterlyfunds.com/ . The rebranding aligns JAA’s identity with that of Easterly https://easterlyam.com/ , with which JAA entered into a strategic partnership in 2020. The…

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Structured Credit Value Fund Q1 2021 Commentary

Download PDF   Macro:  The Democrats’ sweep of both Senate seats in Georgia’s run-off election gave them essentially a 51-50 majority in the Senate to go along with a reduced and thin majority in the House.  This set the stage for President Biden’s signing of the $1.9 trillion COVID-19 relief bill dubbed American Rescue Plan…

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