LOEB KING ALTERNATIVE STRATEGIES FUND
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LOEB KING CAPITAL MANAGEMENT
- 25+ Years of Alternative Investment Experience
- Multi-Strategy Approach to Investing
- Co-Owned by Loeb Family and CIO Gideon King
- Headquartered in NY, NY
Our investment objective is to generate positive absolute returns and income with lower volatility than the global capital markets and other traditional investments. Strategies employed include arbitrage, credit, and event-driven and value. The investment process is designed to produce portfolios that are durable and distinct from the majority of industry peers.
Founded in 1988 by Thomas L. Kempner, Loeb King Capital Management is a successor to Loeb Rhoades & Co., the investment banking firm launched in 1931 by financier/philanthropist Carl M. Loeb and sold to Shearson Hayden Stone in 1979. Since inception, Loeb King Capital Management has grown to include multiple hedge funds, '40 Act products, and managed accounts.
Click here to view Press Release: Loeb King Capital Management Launches Alternative Mutual Fund
NEW YORK, New York, September 25, 2013
Click here to listen to the 4Q13 Conference Call.
Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice.
Please click here for standardized performance information.
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-855-333-LOEB.
Please click here for top ten fund holdings.
Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any securities.
Before you invest in Loeb King Funds, please refer to the statutory and summary prospectuses for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectuses by calling 1-866-264-6234 or by clicking on statutory prospectus or summary prospectus. The prospectuses should be read carefully before you invest or send money.
Mutual Fund investing involves risk. Principal loss is possible. The Fund may engage in short sales of securities, which involves the risk that losses may exceed original amounts invested. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. The Fund may also invest in emerging markets, which are generally more volatile, have relatively unstable governments, social and legal systems that do not protect shareholders, economies based on only a few industries and securities markets that are substantially smaller, less liquid and more volatile with less government oversight than more developed countries. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the Fund in lower-rated, non-rated, and distressed securities presents a greater risk of loss to principal and interest than higher-rated securities. Because the fund invests in ETFs, it is subject to additional risks that do not apply to conventional mutual funds, including the risks that an ETF's shares may trade at a discount to its net asset value , an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Fund's ability to sell its shares. The Fund invests in small and mid-cap companies, which involve additional risks such as limited liquidity and greater volatility. The fund may also use options and future contracts, which have the risks of unlimited losses of the underlying holdings due to unanticipated market movements and failure to correctly predict the direction of securities prices, interest rates and currency exchange rates. The investment in options is not suitable for all investors. The Fund may use certain types of investment derivatives such as futures and swaps. Derivatives involve risks different from, and in certain cases, greater than the risks presented by more traditional investments. Investments in companies that the Adviser expects will be involved in a corporate event carry the risk that the expected event or transaction may not be completed or may be completed on less favorable terms than originally expected. Absolute return strategies are not intended to outperform stocks and bonds during strong market rallies, and may underperform during periods of strong positive market performance. As such an absolute return fund may not achieve its goals.
Loeb King Alternative Strategies Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Duration is measure of the sensitivity of the price of a fixed-income investment to a change in interest rates.
Alpha is a measure of performance on a risk-adjusted basis.
Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole.
Gamma refers to the rate of change for delta with respect to the underlying asset's price. Delta is defined as the ratio comparing the change in the price of the underlying asset to the corresponding change in the price of a derivative.
S&P 500 Index is a capitalization-weighted index of 500 stocks.
VIX Index is a trademarked ticker symbol for the Chicago Board Options Exchange Market Volatility Index, a popular measure of the implied volatility of S&P 500 index options.
Russell 2000 Index is a small-cap stock market index of the bottom 2,000 stocks in the Russell 3000 index. An investment cannot be made directly in an index.
The Loeb King Alternative Strategies Fund is distributed by Quasar Distributors, LLC.