Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013
Dollars

29233

AlphaCentric surpasses USD2.5bn in AuM

RELATED TOPICS​

AlphaCentric has surpassed USD2.5 billion in assets under management (AUM). This represents a 150 per cent increase in assets in 13 months.

“AlphaCentric’s growth over the last four years is a testament to the strategies that we offer investors,” says Mark Kamies, managing member and co-founder of AlphaCentric. “We are committed to offering products that provide diversification and utilise unique investment strategies, while attempting to mitigate risk. As we continue to grow, we will remain steadfast in our focus on distinct fund offerings and strong investment management teams.”

AlphaCentric, which launched in 2014, currently offers six unique alpha-driven strategies in mutual fund format.

The AlphaCentric Income Opportunities Fund (IOFIX) seeks to achieve current income via investments in structured products which include non-agency residential mortgage backed securities (RMBS) and a variety of asset-backed fixed income securities (ABS). These ABS investments encompass aircraft, shipping and transportation assets, as well as other sectors.

The AlphaCentric Asset Rotation Fund (ROTIX) invests in a portfolio of global asset class ETFs that are ranked each month, that seeks to achieve an objective of long term capital appreciation. The portfolio’s ETF holdings include those that invest in US equities of any market capitalisation, foreign (including emerging markets) equities of any market capitalisation, US Treasury securities or cash.

The AlphaCentric Bond Rotation Fund (BDRIX) seeks to achieve long-term capital appreciation and total returns by investing in a portfolio of global bond asset class ETFs, including those that invest in US corporate bonds, foreign bonds, US tax free/municipal bonds, mortgage-backed securities and US Treasury securities. ETFs are ranked each month according to a relative strength score and the Portfolio will generally include between two and four bond ETFs, depending on the results of each proprietary selection formula.

The AlphaCentric Hedged Market Opportunity Fund (HMXIX) provides an options-rooted strategy, making long and short investments in call and put options on instruments that reflect the S&P 500 and its volatility. Using an algorithm developed via artificial intelligence, the Fund employs a systematic, rules-based options strategy that includes premium collection, volatility trading and trend following. The Fund’s investment objective is long-term capital appreciation.

The AlphaCentric Global Innovations Fund (GNXIX) invests in companies worldwide focused on innovation technologies, with robotics and automation comprising at least 75 per cent of its portfolio to achieve its objective of long-term capital appreciation. The equity-based strategy is fundamentally based on the belief that growth in robotics for workplace automation has reached a tipping point towards wide‐scale adoption, and global spending on robotics is rapidly expanding.

The AlphaCentric Small Cap Opportunities Fund (SMZIX) has an objective of long-term capital appreciation by focusing specifically on the equities of small capitalisation companies primarily based in the US The management team uses proprietary, bottom-up research to identify companies that have under-appreciated earnings potential and exhibit reasonable valuations that are near or below historical averages.

Latest News

Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins..
Discretionary fund manager ebi Portfolios, and asset manager Amundi have launched the SRI portfolio range,..
Regulatory and compliance issues are the most significant barriers to investment in private debt, according..

Related Articles

n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US are committed to implementing a variety of measures to address climate change and reach their net-zero goals, according to Cerulli Associates...
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US..
Lord Hollick, House of Lords
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with genuine independence from government and how they are held to account...
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with..
Rob Edwards, Morningstar
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed bag in 2023...
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed..
David Vieira, JTC Group
Investment trusts are the latest sector of the financial services industry to come under fire for failing to cater adequately for responsible investors...
Investment trusts are the latest sector of the financial services industry to come under fire for failing to cater adequately..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by