Keen Analytical Ability Boosts Winch Financial’s Mutual Fund To Four Stars

Propelled by its tactical allocation strategy, which allowed fund managers to successfully navigate market volatility, the Ginkgo Multi-Strategy Fund enjoyed especially strong performance over the one-year and three-year periods ending on November 30, 2014, which led to a four star rating by Morningstar for the three-year period ending 11/30/2014, out of 183 funds in the tactical allocation category for risk adjusted returns. “Over the past three years, the Investment Team has really hit the cover off the ball,” said Co-Chief Investment Officer John Hintz. “The Fund has enjoyed outstanding absolute and relative total returns mainly due to our ability to effectively analyze the risk/reward tradeoff in various asset classes and market sectors. Our in-house analytical expertise, especially within the Energy and Health Care sectors, has been a large contributor to the Fund’s terrific performance over the short term and long term.” The Fund’s ability to allocate tactically within various asset classes and market sectors led to it outperforming 91% of the 297 funds in the Tactical Allocation Category on Morningstar+ for the one-year period ending Nov. 30, 2014, and 89% of the 201 funds in the Tactical Allocation Category for the three-year period ending Nov. 30, 2014, based on total returns. During the first half of 2014, the Fund remained significantly overweight in the energy sector, which paid off handsomely. In late June, concern regarding the potential for falling oil prices along with elevated energy sector valuations prompted the investment team to reallocate, essentially exiting the energy sector altogether. This agile response to our investment team’s in-depth analysis allowed the Fund to participate in the energy upswing earlier this year, while, at the same time, avoiding the energy massacre that has taken place over the past few months. In early fall, the investment team became more concerned about slowing economic growth in Europe and China in combination with elevated U.S. valuation multiples.  Capitalizing on the Fund’s inherent flexibility, the team… | Read More »

Winch Financial’s Mutual Fund Enjoys Strong Returns

Winch Financial is pleased to announce that the Ginkgo Multi-Strategy Fund, a mutual fund launched in September 2011, continued its strong run through the one-year, and three-year period ending on October 31, 2014. The Fund outperformed 92% of the 291 funds in the Tactical Allocation Category on Morningstar+ for the one-year period ending Oct. 31, 2014, and 71% of the 190 funds in the Tactical Allocation Category for the three-year period ending Oct. 31, 2014. Morningstar+ defines tactical asset allocation as a strategy “based around tactically allocating capital among a diverse range of trading strategies and markets, wherever opportunity is perceived,” and ranks the Ginkgo Multi-Strategy Fund’s expenses as below average for its category. *Past Rankings do not ensure future performance. Rankings are only one form of performance measurement. For current performance information, please call 855-289-4656. +Morningstar, Inc. All rights reserved. Morningstar is an independent provider of financial information. Morningstar performance rankings are based on total return without sales charge relative to all share classes of mutual funds with similar objectives and determined by Morningstar. Past performance or ranking is not indicative of future results. Investors should carefully consider the investment objectives, risks, charges and expenses of the Ginkgo Multi-Strategy Fund. This and other important information about the Fund is con-tained in the prospectus, which can be obtained at or by calling 855-289-4656 (BUY-GNKO). The prospectus should be read carefully before investing. The Ginkgo Multi-Strategy Fund is distributed by North-ern Lights Distributors, LLC, member FINRA. 4442-NLD-11/5/2014