The Fund returned 1.31% and the ICE BofA 3 Month U.S. Treasury Bill TR Index returned 0.97%. Income from the Fund's core of short-duration corporate credits contributed to performance, with hedges ...

The fund delivered positive returns and outperformed its blended benchmark, driven by tactical asset allocation and a shift toward international equities and bonds. We actively reduced U.S. equity ...

More than a decade ago, before the Internet bubble burst, investors focused on return on capital. Today they seem more concerned with risk-adjusted returns. They want to know that their hard-earned ...

This week on Relative Return, Lonsec Deputy Head of Research Darrell Clark breaks down the fund manager’s research framework and assessment processes, explaining how this translates into determining ...