Celebrating Two Decades of Success
The Fund's Commitment to Consistent Performance and Philanthropy
Recently, Hundredfold Advisors marked a significant milestone with the 20-year anniversary of the Hundredfold Select Alternative Fund (SFHYX/HFSAX). This fund has consistently been a trustworthy option for investors looking for above-average returns while keeping risk below average through different market cycles. Since its rollout in June 2008, its multi-asset investment strategy (SFHYX) has garnered attention, boasting a 4 or 5-Star Overall Morningstar Rating for nearly 97% of its history in the Tactical Allocation category.
Making a Difference Through Charitable Giving
A remarkable aspect of Hundredfold Advisors is its strong philanthropic commitment. Incorporated into the company’s structure, the firm devotes a significant portion of its profits—over $14 million to date—to Simply Distribute, a charity centered on initiatives that benefit underserved communities. This distinctive model not only pursues financial success but also fosters meaningful societal change through impactful contributions.
Investment Strategies with Active Management
The Hundredfold Select Alternative Fund is characterized by its active management approach. The management team closely monitors market trends to refine the portfolio, which focuses on high-yield fixed-income securities aimed at delivering reliable returns with limited volatility. They also incorporate alternative strategies such as short-term equity trading and various long/short investments to enhance growth potential. This varied approach offers flexibility, permitting adjustments to cash positions in response to changing market conditions.
Guided by Strong Leadership
Ralph Doudera, the Managing Member and Portfolio Manager at Hundredfold Advisors, has been crucial in shaping this strategy and leading the portfolio team since the fund's inception in 2004. Doudera sees the fund as a unique investment vehicle designed to be a core component of investors' portfolios, especially in today’s unpredictable market situation. His leadership has played a vital role in the fund’s ongoing performance and effective risk management.
Acknowledgment and Performance Recognition
Hundredfold Advisors takes pride in its partnership with Advisors Preferred, a boutique asset management firm that distributes several mutual funds. Catherine Ayers-Rigsby, president of Advisors Preferred, expresses pride in the impressive performance and risk management exhibited by Hundredfold Advisors, particularly highlighting the positive outcomes from their philanthropic initiatives. The fund’s strong track record is supported by its noteworthy ratings, with a 4 or 5-Star Overall Rating for 187 out of 194 months from July 2008 to August 2024.
Additional Information and Resources
If you’re interested in delving into the specifics of the Hundredfold Select Alternative Fund—including risk disclosures and performance metrics—there are several resources available. It's essential to consider potential risks and investment goals carefully to ensure they align with your personal financial situation. The fund remains transparent about its investment strategies, clearly distinguishing charitable contributions from investors' profits.
Frequently Asked Questions
What is the Hundredfold Select Alternative Fund?
The fund is designed to deliver above-average returns while managing below-average risk through a diverse multi-asset investment strategy.
How does the fund support charitable initiatives?
Hundredfold Advisors dedicates a significant portion of its profits to Simply Distribute, a charity that funds projects focused on benefiting underserved communities.
What types of investments does the fund concentrate on?
The fund primarily invests in high-yield fixed-income securities and utilizes alternative strategies to effectively manage portfolio risk.
Who oversees the management of the fund?
Ralph Doudera, as Managing Member and Portfolio Manager, has guided the portfolio team since the fund's launch in 2004.
Where can I get more details about the fund?
You can find additional information on the Hundredfold Advisors website, including prospectuses that outline risks and performance metrics.
