Know Your Alternatives

Quaker Funds has delivered innovative alternatives in mutual fund investing since 1996. We provide tactical allocation mutual funds as well as traditional mutual funds in go-anywhere and style pure products. (Read More)

TACTICAL ALLOCATION FUNDS

Add a new dimension to your portfolio construction.

TRADITIONAL FUNDS

Your traditional investment alternative.

Utilize all components of opportunity in pursuit of alpha generation.

Innovative investment processes seek to modulate volatility and generate smoother return streams.

Time tested core holdings that pursue market returns or greater while seeking to minimize investment risk exposure.

Also available as an exchange option for shares of the Quaker Funds is the First American Prime Obligations Fund, a money market fund offered through First American Funds. The First American Funds and the Quaker Funds are distributed through Quasar Distributors, LLC.

An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund. Yields may vary.

Worth Reading

Alternative Investments: Implementation Solutions
Alternative investments could offer a way to enhance portfolio diversification. So how can investors increase their allocation to alternative investments? (Read More)
Portfolio Construction for the Long Run (and Now)
Portfolio construction is a step-by-step process. The goal of portfolio construction is to build a diversified portfolio tailored to an individual investor’s financial goals. The way to accomplish this is by minimizing the risk(s) taken for the required level of return. (Read More)
Portfolio Allocation: Alternative Paths to a Diversified Portfolio
It can be surprising to know that even a well-diversified portfolio of traditional equity funds can fall victim to the unpredictability of the market. The way to achieve true diversification is by choosing investments that do not behave in the same manner, in other words, that are not highly correlated. (Read More)
Diversification Matters
A well-diversified portfolio that includes skilled active management with the ability to hold cash or "short" positions can provide a portfolio with one of the greatest measures of protection when the wisdom of the crowds fails. The result is a greater ability to meet the goal of the portfolio – financial security. (Read More)

Diversification does not assure a profit or protect against loss in a declining market. Short selling involves special risks and requires specialized investment expertise.

Event Driven Asset Class: A History of Steady Performance
The need for increased portfolio diversification has been amplified in the post dot-com era of investing. A comparison of the major asset classes commonly used in constructing a diversified portfolio illustrates just how volatile the markets have been. Throughout this period, Event Driven investing has delivered relatively steady risk-adjusted performance. (Read More)

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Mutual fund investing involves risk including the possible loss of principal.