Mutual Funds Performance Summary – ValueWalk Premium
Cubic Corporation Chris Hohn favorite hedge funds

Mutual Funds Performance Summary

Stocks took a hiatus from the ever-long bull run characterizing 2021 so far. The ever-grander narrative from China spooked US stock prices into their worst month since March 2020 (-4.66%). See our asset class scorecard to see the macro performance picture.

Q3 2021 hedge fund letters, conferences and more

Cubic Corporation Chris Hohn favorite hedge funds

The mutual funds listed below mostly struggled during this month’s heightened volatility. This provided a brief pause in what otherwise has been solid year-to-date performance. However, there were some bright spots, especially if the strategy included commodity exposure, which is growing to be the darling alternative this year amidst the threat of inflation. (Is it really transitory?) Special shout out to the short-vol options strategy from Warrington, which bucked expectations and posted a commendable gain despite rising vol (+2.52%).

Name Ticker September Return Year to Date Assets Under Management Morningstar Link
Catalyst Multi-Strategy I ACXIX -1.04% 3.32% $4,306,625 Catalyst Multi-Strategy I
Alpha Fiduciary Quantitative Strat AFQSX -7.33% 24.41% $16,775,538 Alpha Fiduciary Quantitative Strat
Standpoint Multi-Asset Institutional BLNDX -0.22% 17.06% $94,371,816 Standpoint Multi-Asset Institutional
Certeza Convex Core A CNVEX -3.16% 16.40% $3,963,235 Certeza Convex Core A
Catalyst/Warrington Strategic Program A CWXAX 2.52% 5.45% $98,725,841 Catalyst/Warrington Strategic Program A
Catalyst/Millburn Dynamic Cmdty Stgy I DCXIX 3.22% -2.64% $10,395,732 Catalyst/Millburn Dynamic Cmdty Stgy I
Astor Macro Alternative I GBLMX -2.02% -0.33% $44,049,240 Astor Macro Alternative I
Rational Strategic Allocation A HBAFX -4.37% 19.21% $8,760,020 Rational Strategic Allocation A
Catalyst/Stone Beach Income Opp I IOXIX -0.30% -3.53% $24,870,096 Catalyst/Stone Beach Income Opp I
Catalyst/Millburn Hedge Strategy I MBXIX -4.26% 10.24% $2,945,537,108 Catalyst/Millburn Hedge Strategy I
Rational/ReSolve Adaptive Asset Allc I RDMIX -1.79% 8.50% $64,416,297 Rational/ReSolve Adaptive Asset Allc I
Catalyst/Teza Algorithmic Alloc I TEZIX -5.87% -7.91% $5,978,304 Catalyst/Teza Algorithmic Alloc I

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