Alternative Strategies Fund

Net Assets as of

March 31, 2024:

45.4

Alternative Strategies Fund

Inception Date: October 1, 2010

The TPF Alternative Strategies Fund is appropriate as a part of a broadly-diversified long-term portfolio. There are some limitations on access and liquidity.

These “non-directional” strategies, typically “event-driven” (such as mergers, restructures and special situations) and “relative value” (such as market neutral and arbitrage) have a low correlation to traditional asset classes. In combination with traditional stocks and bonds, the TPF Alternative Strategies Fund is expected to lower total portfolio volatility (risk) and to preserve capital, especially in adverse markets. The Fund is benchmarked against 90-day U.S. Treasury Bills plus 5.0%.

Fund Management

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25% of the Fund is managed by Diamond Hill Capital Mgm.t, Inc. of Columbus, Ohio, in its Diamond Hill Long-Short Fund.
25% of the Fund is managed by Eaton Vance Management of Boston in its Senior Floating-Rate Bank Loans.
25% of the Fund is managed by Gateway Investment Advisors of Cincinnati, Ohio, in its Gateway Fund.
25% of the Fund is managed by Pacific Investment Management Company (PIMCO) of Newport Beach, California, in its All Assets Fund.
The Defensive Strategies Fund was renamed to The Diversified Strategies Fund as of January 1, 2020.

Past performance is not necessarily indicative of future investment results. TPF neither expressly nor impliedly guarantees any specific investment return.

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6100 Colwell Blvd., Suite 250
Irving, Texas 75039

Phone:

1-800-955-3155 
214-522-3155

Fax:

214-522-3157

Phone:
1-800-955-3155
214-522-3155

Fax:
214-522-3157

6100 Colwell Blvd., Suite 250, Irving, Texas 75039