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361 Managed Futures Strategy Fund Investor Class (AMFQX)
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361 Managed Futures Strategy Inv
10.57
-0.01
-0.09%
- Overview
- Profile
- Historical Data
- Holdings
AMFQX Overview
On this page you'll find an in-depth profile of 361 Managed Futures Strategy Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of AMFQX among other information.
Investment Strategy
The investment seeks positive absolute returns that have a low correlation to the returns of broad stock and bond markets. In pursuing its investment objective, the fund will primarily seek to establish both long and short positions in futures contracts on various U.S. and foreign equity indices. It will be required to use a portion of its assets as margin for the fund's futures positions.
Contact Information
Address
4600 South Syracuse Street, Suite 500
Denver,CO 80237
United States
Denver,CO 80237
United States
Phone
866-361-1720
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Aditya Bhave | - | 2014 | 2021 |
| Biography | Aditya Bhave is a Quantitative Analyst and is on the portfolio management team at 361 Capital. He focuses on research, development, and testing of systematic investment strategies. In addition, Mr. Bhave focuses on portfolio construction and management, risk management, trading, and trade impact analysis. He is also responsible for proprietary software development and database design. Mr. Bhave co-developed the firm’s proprietary trading, analysis, and backtesting software platforms. He has experience working with a variety of programming languages and database structures. His research interests include machine learning, advanced statistical analysis, behavioral biases, and general finance and economics. Mr. Bhave graduated from University of Denver’s Daniels College of Business with a Master of Science in Finance. He received his Bachelor of Arts degree with a double major in Finance and Economics from Franklin & Marshall College. | ||
| Blaine P. Rollins | Managing Director | 2011 | 2021 |
| Biography | Blaine Rollins, CFA is Chief Market Strategist. His responsibilities include investment research, portfolio construction and management, hedging and trading strategies. Mr. Rollins is also the author of the hugely popular 361 Weekly Research Briefing, which has a weekly circulation of over 80,000. Prior to joining 361 Capital in 2011, Mr. Rollins served as Executive Vice President at Janus Capital Group (now Janus Henderson) and Portfolio Manager of the Janus Fund, Janus Balanced Fund, Janus Equity Income Fund and the Janus Triton Fund. He began his career as a financial analyst at AMG in 1989 and has three decades of financial services industry experience. Mr. Rollins earned a Bachelor's degree in Finance from the University of Colorado. Mr. Rollins has also earned the designation of Chartered Financial Analyst (CFA). | ||
| Randall S. Bauer | Senior Vice President | 2014 | 2021 |
| Biography | Randall S. Bauer, CFA is a Senior Vice President, Senior Portfolio Manager and Head of Structured Products Group for Federated. Mr. Bauer is responsible for management and administration of structured product portfolios, as well as portfolio management of products with investment concentrations in investment-grade and short duration securities. Mr. Bauer has over 34 years of investment experience. Prior to joining Federated, he worked in the Credit Policy and International Banking Divisions at PNC Bank Corp. Mr. Bauer holds a B.A. from the University of Pennsylvania and an M.B.A. in Finance from the Pennsylvania State University. He is a Chartered Financial Analyst. | ||
| John R. Riddle | CIO (Chief Investment Officer) | 2018 | 2020 |
| Biography | John R. Riddle, CFA, is a Portfolio Manager and Chief Investment Officer of 361 Capital and is responsible for portfolio management, investment research and quantitative analysis. Mr. Riddle is an equity owner in 361 Capital. Previously, Mr. Riddle was a majority owner, one of the founding principals and a Managing Member of BRC Investment Management LLC, which was acquired by 361 Capital on October 31, 2016. At BRC Investment Management LLC, Mr. Riddle served as the Managing Principal and Chief Investment Officer from its inception in May of 2005 until its acquisition by 361 Capital. Mr. Riddle has over 36 years of investment management experience and previously held the positions of President and Chief Investment Officer at Duff & Phelps Investment Management Co.; Chief Executive Officer and Chief Investment Officer with Capital West Asset Management LLC; Director of Research and Portfolio Management with US West, Inc.; Portfolio Manager with GTE Investment Management, Inc.; and Senior Financial Analyst with GTE, Inc. Mr. Riddle received an MBA from the University of Connecticut and a Bachelor of Arts in Finance from the University of Hawaii. Mr. Riddle holds the designation of Chartered Financial Analyst and is a member of the Denver Society of Security Analysts and the CFA Institute. | ||
| Jason Leupold | Vice President | 2017 | 2020 |
| Biography | Jason Leupold is Vice President of Trading and Research at 361 Capital. He is responsible for identifying and examining trading opportunities that can be systematized as well as assisting in new product development and implementation. His role also includes trade execution, trade impact analysis and risk management. Prior to joining 361 Capital in 2016, Mr. Leupold served as a research analyst and market strategist with Arches Asset Management. Prior to this, he spent nine years with Crabel Capital Management in various roles, including overseeing the Asian trade desk and foreign exchange desk, as well as creating models for inclusion in Crabel’s portfolios. While at Crabel, Mr. Leupold developed a deep understanding of designing, testing and executing short-term systematic trading rules. Mr. Leupold holds a Bachelor of Arts in English from Arizona State University. He holds a Chartered Alternative Investment Analyst (CAIA) designation. | ||
| Clifford William Stanton | CIO (Chief Investment Officer) | 2014 | 2018 |
| Biography | Clifford Stanton, CFA is Chief Investment Officer at 361 Capital. He is responsible for managing the investment group, including oversight of investment research and strategy development, portfolio construction, and portfolio management. Mr. Stanton also leads the portfolio solutions group, which provides asset allocation guidance, fund analysis and portfolio research to the firm’s investment advisor clients and prospects. Mr. Stanton has nearly two decades of experience in investment consulting, portfolio management and product development. He has designed and managed various multi-asset class, multi-manager portfolios inclusive of both traditional and alternative investments. Prior to joining 361 Capital, Mr. Stanton was with Envestnet, where he served as the Chief Research Officer & Portfolio Strategist. Before that, he was with Prima Capital serving as Chief Investment Officer until its acquisition by Envestnet in 2012. While at Envestnet and Prima Capital, he co-chaired the investment committee and managed the research department. He developed and oversaw all facets of the manager due diligence process and maintained responsibility for all aspects of asset allocation portfolio product development, including market and competitive analysis, strategy design, and content development for marketing purposes. Mr. Stanton holds a Bachelor of Science degree in Finance from Miami University and a Master of Business Administration degree from the University of Colorado – Denver. He has also earned the designation of Chartered Financial Analyst (CFA). Mr. Stanton continues to play a significant role in the community serving on the Board of Directors for the Colorado Fire & Police Pension Association as well as iEmpathize. | ||
| Jeremy J. Frank | Portfolio Manager | 2011 | 2018 |
| Biography | Jeremy Frank is managing director, head of quantitative research, and on the portfolio management team at 361 Capital. His responsibilities include portfolio construction and management, trading strategy development and testing, risk management, proprietary software development, and management of the investment analyst team. Mr. Frank has experience working with a variety of programming and statistical languages and database structures. Prior to joining 361 Capital Mr. Frank was with HCE Solutions LLC, a quantitative consulting firm he founded in 2007. Prior to founding HCE, he was a senior analyst with Innovest Portfolio Solutions where he was responsible for analyzing investment strategies with a focus on quantitative, fixed-income and alternative strategies, as well as derivative structures. Additionally, he developed the firm’s proprietary research and reporting system. Mr. Frank began his career as a quantitative analyst at 361 Capital where he was responsible for hedge fund manager due diligence and risk analysis. During his initial tenure at 361 Capital, he developed the firm’s risk management software, as well as its proprietary research database. Mr. Frank holds a Bachelor of Arts degree in Business Administration from Northwest University and a Master of Science degree in Finance from Boston College. | ||
| Nick Libertini | Portfolio Manager | 2014 | 2017 |
| Biography | Mr. Libertini is an analyst at the Advisor since 2010. He focuses on trading strategy development and testing, risk analysis, proprietary software development and quantitative research. Mr. Libertini holds a B.S. in Mechanical Engineering from the Colorado of School of Mines and a Master of Science in Finance from the University of Denver’s Daniels College of Business in 2011 | ||
| Thomas Florence | CEO | 2011 | 2017 |
| Biography | Tom Florence is Chairman and CEO of 361 Capital and is responsible for the overall strategic direction of the Firm. He has over 36 years of experience in the financial services industry across multiple facets including investment management, distribution, operations and corporate strategy. Prior to joining 361 Capital in 2009, Mr. Florence was Managing Partner of Dividend Capital Group, a real estate investment management company (now Black Creek Capital). In addition, he was a co-founder and President of Dividend Capital Investments, a Registered Investment Advisor managing portfolios of real estate securities. Prior to this, Mr. Florence was Managing Director at Morningstar, Inc. and served on the Firm's Executive Management Committee. Additionally during his tenure at Morningstar, he founded and was Presidnet of Morningstar Investments Services, a Registered Investment Advisor. Mr. Florence began his career in 1985 at Merrill Lynch and additional spent five years at Fidelity in Boston. Mr. Florence served on the Board of Trustees of two mutual fund companies, including Janus Capital Group (now Janus Henderson). He is a frequent industry speaker and a gues lecturer at the University of Denver's Daniels College of Business. Mr. Florence holds a Bachelor of Science degree in Economics from Pennsylvania State University and is a graduate of Northwestern University's Kellogg Management Institute. | ||
| Brian P. Cunningham | - | 2011 | 2014 |
| Biography | Cunningham is a Principal and has served as Chief Investment Officer of the Advisor since 2007. As Chief Investment Officer, Mr. Cunningham is responsible for macro-economic research, portfolio construction and portfolio management. Mr. Cunningham is also the founder of 361° Capital LLC and has served as President of the firm since 2001. He has over 26 years of experience in the investment management profession and has provided investment advisory services to numerous institutions and high net worth individuals. In 1996, Mr. Cunningham co-founded an investment advisor for which he served on the Board of Managers and acted as Chief Investment Strategist. Over his career he has gained extensive hedge fund experience while managing the due diligence and research efforts on traditional and hedge fund products. In addition to his experience evaluating hedge funds, Mr. Cunningham also has direct hedge fund expertise, which he developed while serving as managing member for a quantitative market neutral management company. Mr. Cunningham has earned the designations Chartered Financial Analyst (CFA) and Certified Investment Management Consultant (CIMC). He is a member of the Association of Investment Management and Research and the Denver Society of Security Analysts. In addition, he is a charter member of the Institute for Certified Investment Management Consultants (ICIMC). He earned his degree in Business Administration from Colorado State University. | ||
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