Alyssa D'Amore

SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms.

DAIC’s asset allocation process seeks to optimize returns by allocating funds among different asset classes given various levels of risk tolerance. The investment process relies upon analysis of global, fundamental macroeconomic data (central bank decision-making, fixed income credit spreads, industrial output, etc.) and asset class risk-frontier research. The theory behind asset allocation is that diversification among asset classes can help reduce volatility over the long-term. DAIC’s investment committee primarily decides the quarterly rebalancing of asset class-based strategic allocations, while the day-to-day investment decision-making within each mutual fund is left at the discretion of the Dunham Funds’ sub-advisers.

Functions as a College/University

Vantage Advisors seeks to identify above average investment and arbitrage opportunities across all levels of the US capital and fixed-income markets and to develop the most efficient vehicle or platform from which to maximize the investment. The firm uses their own capital to research, develop and implement their investment strategies before inviting other investors to join.