SEEING THE WORLD DIFFERENTLY
An Expert's View on Alternatives and Specialty Asset Classes
GLOBAL REAL ESTATE INVESTMENTS 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 James Alpha Global Real Estate Investments 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 March 31, 2021. Based on risk-adjusted returns. Category: Global Real Estate out of 192 funds.
STRUCTURED CREDIT VALUE FUND
JSVIX - I SHARES | JASVX - A SHARES | JSVCX - C SHARES | JASSX - R6 SHARES
The James Alpha 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
Morningstar rating as of March 31, 2021.
MANAGED RISK DOMESTIC EQUITY FUND
JDIEX - I SHARES | JDAEX - A SHARES | JDCEX - C SHARES | JDSEX - R6 SHARES
The James Alpha Managed Risk Domestic 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 March 31, 2021. Based on risk-adjusted returns. Category: Options-based out of 113 funds.
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James Alpha Advisors, LLC is a boutique asset management firm focused on liquid alternative portfolio solutions. We provide an innovative, distinct, and comprehensive lineup of alternative investment solutions for institutional and individual investors.
The James Alpha Advisors family of mutual funds and offerings range from: risk managed equity, like our Managed Risk Domestic Equity Fund, and income solutions, like our Global Real Estate Investments Fund and our Structured Credit Value Fund, that are intended to provide low volatility growth, alternative sources of income, quarterly or even monthly distributions; to our Dynamic Beta suite of institutional hedge fund indexed strategies; and comprehensive asset allocation offerings, like our Family Office Fund.