BTAL News and Press, AGFiQ U.S. Market Neutral Anti-Beta Fund From 06/07/22

May was not the best month for alternative investment ETFs, at least as measured by the asset class’s largest portfolios. Less than a third of the funds produced price gains for the month. If one believes the past is a predictor of the future, one might be sorely tempted to all...

Despite the pandemic impact, Bright Horizons remains a quality business with a particularly sticky customer base. Signs of a fundamental recovery are emerging within the core business, while international expansion efforts are progressing well. The stock has de-rated amid the pand...

BOSTON, Nov. 29, 2021 (GLOBE NEWSWIRE) -- AGF Investments LLC announced today the Board of Trustees of AGF Investments Trust has approved changes to the investment objective and principal investment strategies of AGFiQ U.S. Market Neutral Anti-Beta Fund (Ticker: BTAL) (the “Fund ...

Recent hedge fund results have been strong in the era of COVID-19, with the HFR Fund Weighted Index returning 27.5% for the year ending June 30, 2021 and 10.1% year-to-date. Overall, hedge funds have played the important role of downside management with upside participation during the...

Seven conservative mutual funds and one exchange-traded fund are evaluated for defensive performance. The shortlist of funds is TMSRX, HSTRX, GAVIX, ADVNX, AEDNX, COTZX, FIXD, and SUBFX. These funds were selected from my last article on Seeking Alpha and shortlisted based on Port...

Different types of risk are defined along with metrics from Mutual Fund Observer and Morningstar. Fifty funds are evaluated over 20, 15, 10, 5, and 2 year periods for maximum drawdown, risk adjusted return (Martin Ratio), risk (Ulcer Index), and total return. Short term performanc...

The zero interest rates problem is forcing investors to rethink the traditional 60-40 portfolio and evaluate just what is the role of the "40." Alternatives are increasingly being used as 'bond surrogates' in the place of traditional fixed income allocations. These strategies have...

Reward For The Risk Taken Investors expect to be rewarded for the risk that they are taking. One method to measure risk is the Ulcer Index , which measures the length and depth of a fund's drawdown. It is available through Mutual Fund Observer Premium. The data in this article reflects up...

Technical Indicators The Moving Average Convergence Divergence (MACD) indicator shows that what I consider to be a bear market rally is fading. Chart #1: Technical Indicators Source: Created by the Author Investment Model It is no surprise that the Investment Model is cautioning to b...

Gainers: Direxion Daily S&P 500 High Beta Bull 3X Shares (NYSEARCA: HIBL )  +73.4% . More news on: Direxion Shares ETF Trust - Direxion Daily S&P 500 High Beta Bull 3X Shares, BMO MicroSectors U.S. Big Oil Index 3X Leveraged ETN, Direxion Daily Latin America 3x Bull Shares ...