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 »