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Products March 1, 2013
Dunham & Associates Rolls Out Mutual Fund
Dunham & Associates Investment Counsel Inc. (DAIC) launched the Dunham
Alternative Strategy Fund (DNASX).
Reported by Jill Cornfield
Market Concepts LLC (formerly Sherwood Forest Capital Management LLC) is the fund’s sub-adviser.
In launching the Dunham Alternative Strategy Fund, DAIC acquired the assets of the Sherwood Forest Alternative Fund, as well as its performance track record.
Partnering with Market Concepts will expand Dunham Funds’ offerings to include a mutual fund whose sub-adviser implements a historically successful trend-following investment approach. Such strategies seek to take advantage of market movements, and are intended to make profits during both up and down long-term market trends.
Dunham & Associates Investment Counsel Inc. is a registered investment adviser and broker/dealer in San Diego. Market Concepts is a registered investment adviser in central Virginia.
More information about DAIC is at www.dunham.com.