Twenty Years of Success: The Hundredfold Select Alternative Fund

Celebrating Two Decades of Achievement for the Fund

The Fund Celebrates a Consistent History of Ratings Success and Giving Back

Hundredfold Advisors proudly announces that the Hundredfold Select Alternative Fund (SFHYX/HFSAX) has reached its significant milestone of 20 years. This unique fund aims to deliver above-average returns while maintaining lower risk over a full market cycle, marking its presence since June 2008. Throughout its journey, the fund has consistently achieved an impressive 4 or 5-Star Overall Morningstar Rating an impressive 96.9% of the time, positioning it prominently in its Tactical Allocation category.

A Commitment to Charitable Giving

Hundredfold Advisors, the sub-adviser to the fund, was founded on the principle of giving back. They have pledged to allocate nearly all profits to a 501(c)(3) supported organization, Simply Distribute. This organization focuses on specific projects that have a meaningful impact on communities and humanity at large. To date, the initiative has successfully donated over $14 million to support various charitable causes.

Diverse Investment Strategies

The fund employs an active management approach aimed at anticipating and adapting to market trends. Portfolio construction begins with a diverse selection of high-yield fixed income securities, carefully managed to ensure steady returns and minimize volatility. This foundational strategy is enhanced with various alternative strategies. These include short-term equity trading tactics, long/short strategies, and the flexibility to transition into cash when market conditions dictate.

Expert Insight from Ralph Doudera

Under the leadership of Ralph Doudera, Managing Member and Portfolio Manager at Hundredfold Advisors, the fund has seen its investment strategy refined since its inception in 2004. Doudera designed the fund with the ambition of being the singular investment product an investor would require. This intent underscores its adaptability to today’s more complex portfolios amid increased market volatility. Doudera commented on its prominence in investor portfolios, saying, "Given the performance and risk management we have displayed, the fund continues to be a strong core holding for many investors."

Partnership with Advisors Preferred

Hundredfold Advisors functions as a sub-adviser to a boutique asset manager that focuses on mutual fund management. This partnership allows for the distribution of mutual funds through affiliated distributors aimed at financial advisors. This relationship enhances the fund's visibility and outreach in the financial advisory community.

A Proud Legacy of Performance

The fund's track record is compelling. It received either a 4 or 5-Star Overall Rating for an impressive 187 out of the 194 months from early July 2008 to August and showcased strong performance even during pivotal market conditions. The commitment to maintaining this high standard has been a driving force behind the fund's strategy.

Future Outlook

Investors can feel confident knowing that the charitable giving aspect of the fund operates independently of its investment decisions. This separates the two functions and ensures a pure focus on achieving investment goals without compromising through charitable contributions.

Frequently Asked Questions

What is the primary goal of the Hundredfold Select Alternative Fund?

The primary goal is to achieve above-average returns while managing risk effectively over a full market cycle.

How has the fund performed in ratings over the years?

The fund has achieved a 4 or 5-Star Overall Morningstar Rating 96.9% of the time throughout its existence.

When was the Hundredfold Select Alternative Fund created?

It was launched in June 2008, marking its 20-year milestone of successful operations.

How does the fund contribute to charitable causes?

Hundredfold Advisors donates substantially all of its profits to Simply Distribute, which supports humanitarian projects.

What strategies does the fund employ for investment?

The fund uses diverse strategies, including high-yield fixed income securities and various alternative investment techniques, providing adaptability in various market conditions.

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Disclaimer: The content of this article is solely for general informational purposes only; it does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice; the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. The author's interpretation of publicly available data shapes the opinions presented here; as a result, they should not be taken as advice to purchase, sell, or hold any securities mentioned or any other investments. The author does not guarantee the accuracy, completeness, or timeliness of any material, providing it "as is." Information and market conditions may change; past performance is not indicative of future outcomes. If any of the material offered here is inaccurate, please contact us for corrections.