Introductory Call Replay - EAS Crow Point Alternatives Fund (EASIX) 

 

Original Broadcast: Wednesday, December 5, 2018

Crow Point Partners, LLC is a $1 billion asset management firm headquartered near Boston, MA that employs a disciplined approach to global investment management using both a qualitative and quantitative research and investment process. The EAS Crow Point Alternatives Fund (EASIX) is a multi-strategy liquid alternative fund that seeks to achieve a consistent, low volatility absolute return stream with low correlation to traditional asset classes.

During the call, we discussed:

  • How Crow Point Partners delivers a consistent, low volatility absolute return stream with low correlation to traditional asset classes through a global multi-manager approach
  • Current market perspective from Crow Point Partners' alternatives investment team
  • How advisors are utilizing the EAS Crow Point Alternatives Fund (EASIX) for its low correlation and diversification benefits

For institutional use only - To access the replay of the call, please fill out the form on this page.

 

Investors should carefully consider the investment objectives, risks, charges and expenses of the EAS Crow Point Alternatives Fund. This is contained in the prospectus, which can be obtained by calling 1-877-244-6235. The prospectus should be read carefully before investing. The EAS Crow Point Alternatives Fund is distributed by Matrix 360 Distributors, LLC, 4300 Shawnee Mission Parkway, Fairway, KS 66205.

The Fund may purchase ETFs and underlying Funds that invest in “alternative asset” or “speciality” market segments. The risks and volatility of these investments are linked to narrow segments of the economy such as commodities, foreign currencies, or real estate, and may include leverage, which magnifies the changes in the value of the ETF of underlying fund. Mutual funds involve risk including possible loss of principal. The adviser’s judgments about the return tracking characteristics of securities may prove incorrect and may not produce the desired results. The Fund may invest in small and medium capitalization companies and the value of these companies’ securities may be subject to more abrupt or erratic market movements than those of larger, more established companies or market averages in general. A higher portfolio turnover will result in higher transactional and brokerage costs. ETFs are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few. An investor’s overall cost of investing in the Fund will be higher than the cost of investing directly in underlying Fund shares and the investor will indirectly bear fees and expenses charged by the underlying Funds in addition to the Fund’s direct fees and expenses. The Fund may invest in small, less well-known companies, which may be subject to more erratic market movements than large-cap stocks: foreign securities, which are subject to currency fluctuations and political, economic and market uncertainty; These risks may result in greater share price volatility. In addition, the use of leverage in an investment portfolio can magnify any price movements, resulting in high volatility and potentially significant loss of principal. This is an actively managed dynamic portfolio. There is no guarantee that any investment (or this investment) will achieve its objectives, goals, generate positive returns, or avoid losses. Crow Point Partners, LLC and Matrix 360 Distributors, LLC are not affiliated.