$10.83—Stale · unknown old
NASDAQ • Last print unknown ago
$10.83—Stale · unknown old
361 Global Long/Short Equity Fund - Investor Class (AGAQX) focuses on generating returns through a long/short equity strategy, primarily investing in global equities across various sectors. The fund's competitive position is bolstered by its experienced management team and a disciplined investment approach that seeks to capitalize on market inefficiencies.
The fund generates revenue through management and performance fees, leveraging its long/short strategy to mitigate risk while aiming for absolute returns. Its competitive advantage lies in its ability to identify undervalued stocks and short overvalued ones, supported by a robust research framework.
Changes in AUM driven by market performance and investor inflows/outflows
Performance relative to benchmark indices
Market volatility impacting long/short strategies
Interest rate fluctuations affecting investment strategies
Regulatory changes affecting asset management practices
Market volatility leading to unpredictable performance
Increased competition from low-cost index funds and ETFs
Pressure on fees from institutional investors seeking lower costs
Liquidity risk associated with redemption requests during market downturns
Potential for performance fee volatility based on market conditions
moderate - the fund's performance is linked to overall market conditions and investor sentiment, which can be influenced by GDP growth and consumer spending.
Rising interest rates can impact the cost of capital and investor sentiment, potentially affecting AUM and performance fees as market valuations adjust.
minimal - the fund primarily invests in equities and is not heavily reliant on credit markets.
growth - investors seeking capital appreciation through active management and a long/short strategy.
moderate - historical volatility is influenced by market conditions and the fund's positioning.