In this short clip from a recent Modern Financial Advisor (MFA) podcast, Arnim Holzer, Global Macro Strategist and Client Portfolio Manager at Easterly EAB, explains why he favors the Sortino ratio over the traditional Sharpe ratio. While most portfolios aim to maximize returns relative to total volatility, Arnim emphasizes that clients are generally more concerned with downside risk. He calls this the “Comfort Index” approach: prioritizing negative volatility to build portfolios with smoother performance and stronger downside protection. Watch now and hear why Arnim believes incorporating high-Sortino funds and analyzing upside/downside capture, can help create more resilient portfolios that keep clients confidently invested through all market cycles.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund. This and other important information about the Fund is contained in the prospectus which should be read carefully before investing, and can be obtained by visitingfunds.easterlyam.com or by calling 888-814-8180.
Easterly Investment Partners LLC is the investment adviser to the Easterly mutual funds. EAB Investment Group, LLC is the subadvisor for the fund. Both Easterly and EAB are SEC registered investment advisers; see Form ADV at www.sec.gov. Registration does not imply and should not be interpreted to imply any particular level of skill or expertise.
The Easterly funds are distributed by Easterly Securities LLC, member FINRA/SIPC. Easterly Investment Partners is an affiliate of Easterly Securities LLC. Orange Investment Advisers, LLC and EAB Investment Group, LLC are not affiliated with Easterly Securities LLC.
Not FDIC Insured–No Bank Guarantee–May Lose Value.
IMPORTANT FUND RISK
There is no assurance that the Fund will achieve its investment objective. The Fund share price will fluctuate with changes in the market value of its Fund investments. Mutual Funds involve risk including possible loss of principal. Leveraging investments, by purchasing securities with borrowed money, is a speculative technique that increases investment risk while increasing investment opportunity. Derivatives may be volatile and some derivatives have the potential for loss that is greater than the Fund’s initial investment. If the Fund sells a put option, there is risk that the Fund may be required to buy the underlying investment at a disadvantageous price. If the Fund sells a call option, there is risk that the Fund may be required to sell the underlying investment at a disadvantageous price. Shares of ETF share many of the same risks as direct investments in common stocks or bonds. Because a large percentage of the Fund’s assets may be invested in a limited number of issuers, a change in the value of one or a few issuers’ securities will affect the value of the Fund more than would occur in a diversified fund.
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Media Contacts
Jen Zeilman
jzeilman@easterlyam.com
Nneka Etoniru
easterly@avenuez.com