HUNTINGTON, N.Y.--(BUSINESS WIRE)--AlphaCentric, the mutual fund company that strives to be the alpha-driven future of investing, has surpassed $2.5 billion in assets under management (AUM). This represents a 150% increase in assets in 13 months.
“AlphaCentric’s growth over the last four years is a testament to the strategies that we offer investors,” said Mark Kamies, managing member and co-founder of AlphaCentric. “We are committed to offering products that provide diversification and utilize unique investment strategies, while attempting to mitigate risk. As we continue to grow, we will remain steadfast in our focus on distinct fund offerings and strong investment management teams.”
AlphaCentric, which launched in 2014, currently offers six unique alpha-driven strategies in mutual fund format:
- AlphaCentric Income Opportunities Fund (IOFIX) seeks to achieve current income via investments in structured products which include non-agency residential mortgage backed securities (RMBS) and a variety of asset-backed fixed income securities (ABS). These ABS investments encompass aircraft, shipping and transportation assets, as well as other sectors.
- AlphaCentric Asset Rotation Fund (ROTIX) invests in a portfolio of global asset class ETFs that are ranked each month, that seeks to achieve an objective of long term capital appreciation. The portfolio’s ETF holdings include those that invest in U.S. equities of any market capitalization, foreign (including emerging markets) equities of any market capitalization, U.S. Treasury securities or cash.
- AlphaCentric Bond Rotation Fund (BDRIX) seeks to achieve long-term capital appreciation and total returns by investing in a portfolio of global bond asset class ETFs, including those that invest in U.S. corporate bonds, foreign bonds, U.S. tax free/municipal bonds, mortgage-backed securities and U.S. Treasury securities. ETFs are ranked each month according to a relative strength score and the Portfolio will generally include between two and four bond ETFs, depending on the results of each proprietary selection formula.
- AlphaCentric Hedged Market Opportunity Fund (HMXIX) provides an options-rooted strategy, making long and short investments in call and put options on instruments that reflect the S&P 500 and its volatility. Using an algorithm developed via artificial intelligence, the Fund employs a systematic, rules-based options strategy that includes premium collection, volatility trading and trend following. The Fund’s investment objective is long-term capital appreciation.
- AlphaCentric Global Innovations Fund (GNXIX) invests in companies worldwide focused on innovation technologies, with robotics and automation comprising at least 75% of its portfolio to achieve its objective of long-term capital appreciation. The equity-based strategy is fundamentally based on the belief that growth in robotics for workplace automation has reached a tipping point towards wide‐scale adoption, and global spending on robotics is rapidly expanding.
- AlphaCentric Small Cap Opportunities Fund (SMZIX) has an objective of long-term capital appreciation by focusing specifically on the equities of small capitalization companies primarily based in the U.S. The management team uses proprietary, bottom-up research to identify companies that have underappreciated earnings potential and exhibit reasonable valuations that are near or below historical averages.
For more information on AlphaCentric and its family of funds, please visit: http://alphacentricfunds.com/.
About AlphaCentric Funds
AlphaCentric Funds offers mutual funds that strive to be the alpha-driven future of investing, with investment strategies that seek to reduce risk and provide diversification. Founded in 2014, the firm currently offers six hedge fund-like strategies in a mutual fund format, providing investors transparency and daily liquidity with lower fees and minimums than many hedge funds. AlphaCentric’s investment management teams hold long-term track records with institutional assets and separately managed accounts; and provide top-down thought leadership that represents forward-thinking investing. To learn more about the AlphaCentric team and its family of funds, please visit: http://alphacentricfunds.com.
Important Risk Considerations
IOFIX: Investing in the Fund carries certain risks. The risks of
investing in the Fund are spelled out in the prospectus,
shareholder
reports and other regulatory
filings.
ROTIX: Investing in the Fund carries certain
risks. The risks of investing in the Fund are spelled out in the prospectus,
shareholder
reports and other regulatory
filings.
BDRIX: Investing in the Fund carries certain
risks. The risks of investing in the Fund are spelled out in the prospectus,
shareholder
reports and other regulatory
filings.
HMXIX: Investing in the Fund carries certain
risks. The risks of investing in the Fund are spelled out in the prospectus,
shareholder
reports and other regulatory
filings.
GNXIX: Investing in the Fund carries certain
risks. The risks of investing in the Fund are spelled out in the prospectus,
shareholder
reports and other regulatory
filings.
SMZIX: Investing in the Fund carries certain
risks. The risks of investing in the Fund are spelled out in the prospectus.
Investors should carefully consider the investment objectives, risks, charges and expenses of the AlphaCentric Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained by calling 844-ACFUNDS (844-223-8637) or at www.AlphaCentricFunds.com. The prospectus should be read carefully before investing. The AlphaCentric Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. AlphaCentric Advisors LLC is not affiliated with Northern Lights Distributors, LLC.
8357-NLD-10/23/2018
