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William Blair Macro Allocation

This fund had held up quite well all year, but then had, what I hope, a cathartic few days, which I hope are over. Wanted to ask if anyone noticed anything "broken" with this fund like I did with Whitebox. I'm certainly not going to add any new money to this fund unless I'm break even.

Comments

  • I owned this fund a few years ago. Had it for a year then dumped it. "Broken" might be too harsh as to the reason why I dumped it , it just did not meet my expectations and it just wasn't going anywhere, maybe down a few percent overall while I owned it. I see that it is down 6% YTD. FWIW, my recommendation is it is not worth holding, and I am a person who is not averse to holding such alternative investments.
  • edited December 2015
    VF, I see nothing broken about this fund, although I see no compelling reason to buy or hold this ALT fund. In my portfolio, an ALT position is definitely not a buy and hold/forget holding. In this space, I think that it is wise to go with what is working.

    I realize that some folks don't care for Cliff Asness and his AQR funds, but some of their ALT funds are really doing well. In this space, we own a 10% position in QMNIX, but I also like QSPIX (closing to new investors on 1/29/16), QLEIX, VMNFX, and even the very volatile MCXIX. The institutional AQR funds continue to be available for a $100 minimum + TF in both taxable and retirement accounts.

    Peace out.

    Kevin
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