361 Funds

361 MANAGED FUTURES STRATEGY FUND

WHY SHOULD YOU CONSIDER THE FUND?
It's Different! Unlike trend following managed futures funds, this Fund utilizes a counter-trend model that features low correlation to the broad market and to other managed futures funds.    
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FUND STRATEGY & OBJECTIVE
The Fund seeks positive absolute returns that have a low correlation to the returns of broad stock and bond markets.  
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HOW TO USE THE FUND
Seen as a way to potentially reduce overall portfolio risk, while possibly maintaining a strong return, you can utilize this Fund as a: Managed Futures Allocation, Tactical Beta Overlay, or to Manage Volatility.
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361 GLOBAL MANAGED FUTURES STRATEGY FUND

WHY SHOULD YOU CONSIDER THE FUND?
Aiming to deliver returns in multiple market environments, the 361 Global Managed Futures Strategy Fund offers a counter-trend approach with exposure to the major markets around the world.
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INVESTMENT PROCESS
Seeking to tactically establish both long and short positions in global equity futures, this Fund utilizes proprietary models to identify when to purchase and sell specific investments in the Fund.
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FUND STRATEGY & OBJECTIVE
The 361 Global Managed Futures Strategy Fund normally invests in long and short positions in futures contracts on indices primarily comprised of non-U.S. issuers. The Fund also seeks to generate performance by employing a suite of systematic trading models that take positions (long, short, or cash) primarily in equity index futures across the globe.
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361 GLOBAL LONG/SHORT EQUITY FUND

WHY SHOULD YOU CONSIDER THE FUND?
The 361 Global Long/Short Equity Fund, sub-advised by Analytic Investors, aims to win by not losing. Like the goal of proper portfolio construction, limiting losses by owning low volatility stocks can have a positive impact on long term performance due to the effects of compounding.
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FUND STRATEGY & OBJECTIVE
The Fund seeks to achieve long-term capital appreciation. The Fund also seeks to participate in rising markets and preserve capital in down markets.
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INVESTMENT PROCESS
Analytic Investors' years of experience implementing strategies where either risk assessment or stock selection capabilities were paramount into portfolios for institutional investors has allowed for the opportunity to refine a robust investment process that exemplifies the firm’s core investment beliefs.
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361 GLOBAL MACRO OPPORTUNITY FUND

WHY SHOULD YOU CONSIDER THE FUND?
The 361 Global Macro Opportunity Fund’s opportunistic, “go anywhere” investment strategy will allow the Fund’s lead portfolio manager Blaine Rollins to take advantage of the investment experiences he has had throughout his lengthy career.
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FUND STRATEGY & OBJECTIVE
Using a combination of 361’s quantitative abilities and Blaine Rollins’ market expertise, the strategy is designed to find and focus on the best Macro opportunity sets worldwide and then determine how to implement the exposure for the largest potential gain. The Fund's objective is to achieve capital appreciation with low volatility relative to the broad domestic and foreign equity markets.
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INVESTMENT PROCESS
The strategy process is a blend between 361’s quantitative capabilities and a qualitative element guided by Blaine Rollins’ past experience and market expertise.
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Alpha measures the difference between a fund’s actual and expected returns, based on beta, and is
generally used as a measure of a manager’s added value over a passive strategy.

Beta measures a fund’s sensitivity to market movements. The beta of a market is 1.00 by definition.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics. The 361 Managed Futures Strategy Fund was rated against the following numbers of U.S.-domiciled Managed Futures Funds over the following time period: 91 funds in the last three years. With respect to these Managed Futures category, the 361 Managed Futures Strategy Fund received a Morningstar Rating of five stars for the three-year period. Past performance is no guarantee of future results. Morningstar Rating is for the Class I  Share only; other classes may have different performance characteristics.

© 2015 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Alternative investments are speculative and involve substantial risks. It is possible that investors may lose some or all of their investment.

This website is not a solicitation for the Funds outside of the United States.

For more complete information about the Funds, including investment objectives, risks, fees and expenses, download a Prospectus for the 361 Managed Futures Strategy Fund, 361 Global Managed Futures Strategy Fund, 361 Global Macro Opportunity Fund, and 361 Global Long/Short Equity Fund read it carefully before you invest. Additional information on the Fund can be found throughout this site.

The 361 Funds are distributed by IMST Distributors, LLC.