Marking 20 Years of Success with the Fund
A Consistent Legacy of Ratings and Charitable Contributions
Hundredfold Advisors is thrilled to announce that the Hundredfold Select Alternative Fund (SFHYX/HFSAX) has hit an impressive milestone—it’s now 20 years old. Since launching in June 2008, this fund has aimed to provide above-average returns while minimizing risk throughout full market cycles. It has consistently secured an impressive 4 or 5-Star Overall Morningstar Rating 96.9% of the time, firmly establishing itself in the Tactical Allocation category.
A Strong Commitment to Charity
The foundation of Hundredfold Advisors is rooted in altruism. The firm has committed to directing nearly all its profits to a supported organization, Simply Distribute, classified as a 501(c)(3). This organization focuses on impactful projects that benefit communities and humanity as a whole. To date, the initiative has successfully contributed over $14 million to a variety of charitable causes.
Varied Investment Approaches
The fund takes an active management route to stay ahead of market trends. It begins portfolio construction with a broad selection of high-yield fixed income securities, managed meticulously to ensure steady returns and lower volatility. This core strategy is complemented by several alternative tactics, including short-term equity trading, long/short strategies, and the ability to shift into cash when necessary based on market conditions.
Insights from Ralph Doudera
Under the guidance of Ralph Doudera, Managing Member and Portfolio Manager at Hundredfold Advisors, the fund has refined its investment strategy since its inception in 2004. Doudera envisioned the fund as the one essential investment product every investor would need. This goal reflects its capacity to adapt to the increasingly complex demands of today’s portfolios amidst heightened market volatility. Doudera has remarked on the fund's significance in investor portfolios, stating, "Considering our performance and effective risk management, the fund remains a robust core holding for many investors."
Collaboration with Advisors Preferred
As a sub-adviser to a specialized asset manager concentrating on mutual fund management, Hundredfold Advisors collaborates with Advisors Preferred. This partnership facilitates the distribution of mutual funds through affiliated distributors tailored for financial advisors, enhancing the fund's presence and reach within the financial advisory landscape.
A Strong Performance Legacy
The fund's history speaks volumes; it received a 4 or 5-Star Overall Rating in 187 out of 194 months from early July 2008 to August, delivering strong performance even during critical market fluctuations. Upholding these high standards has been a crucial aspect of the fund's ongoing strategy.
Looking Ahead
Investors can take comfort in knowing that the fund's philanthropy operates independently of its investment strategies. This separation allows for a dedicated focus on meeting investment goals without compromise due to charitable contributions.
Frequently Asked Questions
What is the primary purpose of the Hundredfold Select Alternative Fund?
The main purpose is to achieve above-average returns while effectively managing risk over a complete market cycle.
How has the fund performed in ratings over its lifetime?
It has garnered a 4 or 5-Star Overall Morningstar Rating 96.9% of the time since inception.
When did the Hundredfold Select Alternative Fund first launch?
The fund was launched in June 2008, marking its 20-year milestone in successful operations.
How does the fund support charitable initiatives?
Hundredfold Advisors donates nearly all of its profits to Simply Distribute, which funds humanitarian projects.
What investment strategies does the fund employ?
The fund utilizes diverse strategies, including investments in high-yield fixed income securities and various alternative techniques, ensuring flexibility in response to changing market conditions.
