Portfolios Applying Our Research In The Markets

Our AdvantHedge gross composite fell 2.6% in April, lagging the inverse performance of the S&P 500 (+0.4%), NASDAQ (-1.9%), and Russell 2000 (+1.6%).

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The MTI moved up into marginally Neutral territory in early March and continued to strengthen during the month, landing near the top of its Neutral zone as of the week ended April 1st.

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Select Industries gross composite gained 6.4% in March and is down 0.7% YTD. Global Industries (based on Global Industries, L.P. gross return) gained 7.5% in March and is down 1.6% YTD.

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Our AdvantHedge gross composite fell 8.9% in March, lagging the inverse performance of the S&P 500 (+6.8%), NASDAQ (+6.9%), and Russell 2000 (+8.0%).

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MTI Negative; Net Equity Exposure Increased To 44%

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Select Industries gross composite gained 1.5% in February and is down 6.7% YTD. Global Industries lost 0.6% in February and is down 8.5% YTD.

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Major Trend Index Negative: Net Equity Exposure Remains 38% - 39%

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Select Industries gross composite lost 8.1% in January after finishing 2015 up 0.4%. The S&P 500 fell 5.0% in January and closed 2015 up 1.4%. Small Cap underperformance and rising correlations made January a tough month for our group work.  

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Our AdvantHedge gross composite gained 9.9% in January, outpacing the inverse performance of the S&P 500 (-5.0%), NASDAQ (-7.8%), and Russell 2000 (-8.8%). AdvantHedge finished 2015 with a gain of 5.5% compared to the S&P 500 gain of 1.4%.

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MTI Fell To Negative; Equity Exposure At 38%

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The Portfolio lost 2.3% in December and finished 2015 up 0.4%. The S&P 500 lost 1.6% in December and closed the year up 1.4%. In 2015, our Attractive-rated group composite average was down 0.2%, ahead of the group universe composite average which ended the year down 5.5%. Small Caps and international securities (ADRs) are the main drivers behind the group universe underperformance.

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Our AdvantHedge gross composite gained 3.5% in December, outpacing the inverse performance of the S&P 500 (-1.6%) and NASDAQ (-1.9%), but lagging the inverse of the Russell 2000 (-5.0%). 2015 was a great year for AdvantHedge, finishing with a gain of 5.5% compared to the S&P 500 gain of 1.4%.

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MTI Remains In Neutral Territory; Equity Exposure At 42%

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Select Industries gross composite was nearly flat in November and is up 2.8% YTD.

Global Industries (based on Global Industries, L.P. gross return) gained 0.9% in November, besting the MSCI ACWI (-0.8%).

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Our AdvantHedge gross composite lost 1.6% in November, lagging the inverse performance of the S&P 500 (+0.3%) and NASDAQ (+1.3%), but outpaced the inverse of the Russell 2000 (+3.3%).

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Equity Exposure Increased To 42% In Early November.

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Select Industries gross composite gained 5.1% in October and is up 2.8% YTD. Global Industries (based on Global Industries, L.P. gross return) gained 5.4% in October, lagging the MSCI ACWI (7.9%).

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Our AdvantHedge gross composite lost 9.3% in October, lagging the inverse performance of the S&P 500 (+8.4%) and Russell 2000 (+5.6%), but about on par with the inverse of the NASDAQ (+9.4%).

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Select Industries gross composite lost 2.4% in September, performing in-line with the S&P 500 (-2.5%).

Global Industries (based on Global Industries, L.P. gross return) lost 2.2% in September, beating the MSCI ACWI (-3.6%).

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