Retrieved on:
Thursday, November 9, 2023
Professional Services,
Data Analytics,
Other Professional Services,
Finance,
Asset Management,
Consulting,
Business development,
ETF,
Morning Star,
Morningstar, Inc.,
Business,
Fund,
CFA,
Security (finance),
Easterly Easterly Funds, the mutual fund platform of Easterly Asset Management which offers investors access to accomplished boutique investment managers and unique strategies, is pleased to announce that the Easterly Income Opportunities Fund (“the Fund”) (tickers: JSVIX, JASVX, JSVCX, JASSX), two-time recipient of the Lipper Fund Award1, recently marked its five-year anniversary with strong, risk-adjusted returns ranking it in the top decile among its peers2.
Key Points:
- Easterly Funds, the mutual fund platform of Easterly Asset Management which offers investors access to accomplished boutique investment managers and unique strategies, is pleased to announce that the Easterly Income Opportunities Fund (“the Fund”) (tickers: JSVIX, JASVX, JSVCX, JASSX), two-time recipient of the Lipper Fund Award1, recently marked its five-year anniversary with strong, risk-adjusted returns ranking it in the top decile among its peers2.
- Through an active value investing approach, the strategy is designed to take advantage of opportunities in the multisector bond market.
- The experienced team of portfolio managers directing the Fund seek to provide a high level of risk-adjusted income and capital appreciation with low volatility and sensitivity to changes in credit spreads and interest rates.
- The Fund is managed and sub-advised by Jay Menozzi, CFA, Chief Investment Officer & Portfolio Manager of Orange Investment Advisors an Affiliate of Easterly, and Portfolio Manager, Boris Peresechensky.
Easterly Funds is pleased to announce that the Easterly Income Opportunities Fund (JASSX) has been named a 2023 U.S. Lipper Fund Award in the U.S. Mortgage Funds category out of 128 share classes for a three-year period as of 12/31/2022.
Key Points:
- Easterly Funds is pleased to announce that the Easterly Income Opportunities Fund (JASSX) has been named a 2023 U.S. Lipper Fund Award in the U.S. Mortgage Funds category out of 128 share classes for a three-year period as of 12/31/2022.
- “We’re honored to be recognized by Lipper a second time with this competitive award – a testament, which recognizes the consistent, long-term performance for which the Easterly Income Opportunities Fund is known,” said Easterly Funds CEO Darrell Crate.
- “We find opportunities in quality structured credit securities that are generally not subject to corporate credit risk, which has resulted in our ability to lead through choppy markets.”
In addition to its Lipper Award, the Easterly Income Opportunities Fund has been rated 5-Stars and recognized by Morningstar out of 290 funds in the Multisector Bond category for risk-adjusted returns over the most recent three-year period and overall.
- The Easterly Income Opportunities Fund R6 (JASSX) is sub-advised by Orange Investment Advisors.
Professional Services,
Finance,
Time,
R6,
ABS,
Prospectus,
Growth,
Morningstar, Inc.,
Investment,
TBA,
SEC,
Risk,
MBS,
Security (finance),
Portfolio,
the Lipper Fund Awards,
Easterly Funds,
Orange Investment Advisors,
THE LIPPER FUND AWARDS,
EASTERLY FUNDS,
ORANGE INVESTMENT ADVISORS Morningstar Rating as of December 31, 2021 | Category: Multisector Bond
Key Points:
- Morningstar Rating as of December 31, 2021 | Category: Multisector Bond
2022 Morningstar, Inc. All Rights Reserved.
- Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
- Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes.
- An investment in the Portfolios common shares is subject to investment risk, including the possible loss of the entire principal amount invested.
