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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 22, 2026 | Easterly – Hedged Equity Fund | 1.6% | 11.9% | JDIEX | Beta, Hedged Equity, Options, risk management, S&P 500, volatility | The Fund employs a systematic, shorter-dated, closer-to-the-money put spread collar approach to actively manage hedges and dynamically adjust exposure. Volatility compression was observed as the Cboe Volatility Index moved toward relatively low levels around 15, though this may reflect complacency toward valuation risk. Sharp volatility spikes during atypical events created opportunities for active risk management. The Fund maintained structurally lower equity beta while participating meaningfully in market gains, capturing over 66% of the market's upside with only about 48% of the index's volatility. Positioning stayed relatively light as much of the equity market rally was viewed skeptically, supporting continued inflows and steady decline in volatility. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||