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Friday, September 19, 2014

Florence Makes 361's First Subadvisory Alliance

Reported by Neil Anderson, Managing Editor

For the first time, Tom Florence and his team at 361 Capital [profile] are teaming up with a subadvisor to power what will be 361's fifth mutual fund.

Today the Denver-based mutual fund shop announced the planned 361 Global Long/Short Equity Fund today after filing for it last week [release] [filing]. Los Angeles-based Analytic Investors, an institutional asset manager that was founded in 1970 and now has $9.5 billion in assets as of March 31, will subadvise the new mutual fund.

Florence, CEO of 361, confirms that this is 361's "first subadvised fund, period." And he's looking to do more subadvised funds, too.

"Everything heretofore we've manufactured in-house," Florence tells MFWire. "Our goal is to provide the advisor the best investment product, the best mutual fund possible."

As for Analytic Investors, Florence notes that he and AI president and PM Harin de Silva first met about 15 years ago through what was then the United Asset Management.

"We have worked the senior management at 361 in the past and believe they have the right approach to working with advisors, and will execute their plans for the growth of this Fund," de Silva states.

Florence praises the Analytic Investors team for their "tremendous history in managing this global long/short strategy."

"It was kind of a no-brainer to work with them instead of trying to create something from scratch ourselves," Florence says.

The strategy behind the new mutual fund is the same strategy that Analytic Investors uses for a separately managed account that first launched almost five years ago and that reports composite data to Morningstar. And in January 2014 Analytic Investors launched a hedge fund based on the same strategy, Florence says, which will be folding into the soon-to-be-launched mutual fund. 

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