In a recent Lead-Lag Report session, host Michael Gayed sat down with Brad Barrie and Matt O’Bryon from Dynamic Alpha Funds to discuss innovative approaches to portfolio diversification and risk management.

With extensive backgrounds in financial services and asset management, Barrie and O’Bryon provided insights into how the Dynamic Alpha Macro Fund (DYMIX) offers a distinct alternative to traditional portfolios by focusing on diversified, non-correlated assets that capture upside potential while mitigating downside risk.

Embracing Alternative Investment Opportunities

At the core of Dynamic Alpha’s philosophy is “dynamic alpha”—an approach that takes advantage of the non-correlation between the fund’s two underlying strategies: a fundamental, discretionary global macro strategy and a passive large cap US equity strategy.  Rebalancing between the two to capture the non-correlation creates this ‘dynamic alpha’.

Balancing Risk and Reward Through Tactical Diversification

Barrie and O’Bryon emphasized their goal of developing portfolios that are resilient in various economic environments with the goal of outperforming stocks tactically. Their fundamental global macro strategy enables the Dynamic Alpha Macro Fund to capitalize on supply and demand shifts in specific areas of the global economy. Using commodities such as cocoa—affected by weather conditions—and copper—driven by rising demand from renewable energy and electric vehicles—they demonstrate how commodities can serve as effective diversifiers to portfolios populated with traditional assets like stocks and bonds..

Dynamic Alpha Fund appeals to both advisors and self-directed investors who value a balanced and professionally managed approach that aims to outperform stocks tactically. Advisors may enhance their client offerings with diversified, multi-strategy models, while retail investors may benefit from a hands-off approach that complements self-managed portfolios without sacrificing exposure to equities. To support investor understanding, the team at Dynamic Alpha Funds offers a monthly newsletter, providing transparency on current holdings, market trends, and fund positioning.

For those interested in outperforming stocks tactically through alternative investments and diversification strategies, Dynamic Alpha Funds’ approach may offer a compelling solution. The team invites investors and advisors to learn more about their strategies via their website and whitepapers, which focus on educating and empowering investors to make sound investment choices.

Disclaimer:

• Dynamic Wealth Group (“Dynamic”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Dynamic by the SEC, nor does it indicate that Dynamic has attained a particular level of skill or ability. This material prepared by Dynamic is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Opinions expressed by Dynamic are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Dynamic, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.
• Dynamic does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice.
• Any reference to an index is included for illustrative purposes only, as an index is not a security in which an investment can be made. Indices are unmanaged vehicles that serve as market indicators and do not account for the deduction of management fees and/or transaction costs generally associated with investable products. Past performance is no guarantee of future results. Actual returns may be lower.
• An investor should consider the investment objectives, risks, charges, and expenses of the Dynamic Alpha Macro Fund carefully before investing. The Fund and summary prospectus contain this and other information about the Fund and should be read carefully before investing. To obtain a prospectus, please call 1-833-462-6433 or access online at https://regdocs.blugiant.com/dynamic-alpha-macro/
• S&P 500 Total Return Index: The Standard and Poor’s 500 is a capitalization-weighted index of 500 stocks representing all domestic industry groups. S&P500TR assumes reinvestment of any dividends.
• S&P Target Risk Growth Index: The S&P Target Risk Growth Index is designed to measure the performance of equity allocations, while seeking to provide limited fixed income exposure to diversify risk .
• The views, opinions, or advice contained above are solely those of the author and do not necessarily reflect those of Ceros Financial Services LLC or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors, as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
• All investment strategies and investments involve the risk of loss. Nothing within this communication constitutes financial, legal, tax, or other advice, nor should any investment or strategy be undertaken without fully understanding all the risks associated with such an investment or strategy. 
• Ceros Financial Services, Inc., member FINRA/SIPC, serves as a distributor of the funds and is a commonly held affiliate of Advisors Preferred. Advisors Preferred and Ceros are not affiliated with the funds’ subadvisor. Dynamic Wealth Group serves as the subadvisor to the Dynamic Alpha Macro Fund.
• The performance figures reported are historical and should not be taken as an indication of future performance. Investment in the financial markets involves risk, and there is always the potential of losing money when investing in securities.
• The views expressed about market trends, including opinions on bonds, equities, gold, and the crude oil market, are based on current market conditions and are subject to change without notice. These views should not be construed as a recommendation for any specific investment or financial strategy.
• Discussions of supply and demand, including historical context and future forecasts, involve estimates and assumptions that are subject to significant uncertainties. Actual future conditions (including oil supply, demand, and prices) may vary markedly from the analysis presented.
• The commentary regarding our trading approach and investment views, including short-term trading outcomes and long-term market predictions, represents the opinions of our investment team at the time of writing. They are not a promise or guarantee of future investment strategies or performance.
• Our economic outlook, including predictions of a hard-landing recession and its impact on investments such as Nasdaq 100, gold positions, and U.S. Treasuries, is speculative and should not be relied upon for making investment decisions. Economic conditions are complex and can be affected by various unforeseen factors.