The Dynamic Alpha Macro Fund combines two non-correlated strategies — a fundamental, global macro strategy with a balanced portfolio of US equities – to help deliver a return stream that is uncorrelated to the broader market.
Introducing the
Dynamic Alpha
Macro Fund
Our goal is to outperform our primary benchmark, the S&P 500, while managing risk by blending non-correlated assets such as discretionary global macro with a portfolio of US equities. Through rebalancing between these approaches, we aim to harness divergent performance and generate what we term “Dynamic Alpha.”
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We believe that these correlated returns are a byproduct of most managers investing only in stocks and bonds. Our fund addresses this correlation risk by including a fundamental global macro strategy with access to over 40 liquid markets with negligible return correlations to each other and S&P 500.
Primary Investments
- US Equity ETFs
- Long/Short Futures (financial indices, currencies, metals, energy, commodities)
- Short Term Fixed income
Dynamic Alpha Macro Fund Institutional Class (DYMIX)
Received a 5-Star Overall Morningstar Rating™.
The Overall Morningstar Rating™ is based on the Fund’s risk-adjusted performance among 37 Macro Trading funds for the three-year period ended September 30, 2026.