A LEGACY OF STEADY RETURNS

Accessible as ever.

The Weiss Alternative Multi-Strategy Fund ("WAMS") is purpose-built for investors seeking the traditional stability of fixed income in addition to higher potential upside.

multi-strategy

MULTI-STRATEGY

actively-managed

ACTIVELY MANAGED

daily-liquidity

DAILY LIQUIDITY

KEY DETAILS

Tickers WEISX/WEIZX
Benchmark Bloomberg US Corp. Bond
Investor Minimum $20K / $5K
Inception December 2015
Morningstar Rating ★★★★
*Overall Morningstar Rating™ (As of June 30, 2022) based on risk-adjusted returns among 129 funds in the Multistrategy Category.
Class K CUSIP:
Current NAV
Total Fund Assets Total Fund Assets Total Fund Assests includes assets
across all share classes 		$0.00

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STRATEGY INSIGHTS

Investors typically utilize this Fund with the goal of:

  • Smoothing out the volatility of equities

  • Adding potential upside to fixed income

  • Replacing underperforming liquid alternative strategies

Disclosure: This video was published on Feb 2, 2022. Market conditions described herein are subject to change.

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highlights
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Disclosure: Information regarding the Fund in this video is as of Dec. 31, 2021. Information contained in this video is subject to change.

DOCUMENTATION

PORTFOLIO MANAGERS

jordi-visser

JORDI VISSER

President, Chief Investment Officer

Jordi Visser is the President and Chief Investment Officer of Weiss Multi-Strategy Advisers LLC, a market-neutral pioneer of the asset management industry. Jordi has over 30 years of experience in the investment and finance industry. At Weiss, Jordi oversees the portfolio managers and is responsible for the overall risk aggregation. Additionally, he is the architect and a portfolio manager for the Weiss Alternative Multi-Strategy Fund (Ticker: WEISX), a strategy that reflects the firm's market neutral approach and the desire to make its expertise in alternatives universally accessible. Jordi is the host of the video series, "Real-Time with Jordi Visser" and a lead contributor to the firm's podcast, "In Search of Green Marbles."  Prior to joining Weiss, Jordi was the founding Managing Partner of Anchor Point Asset Management, a global macro hedge fund, and a former Managing Director at Morgan Stanley where he held various senior management roles. Jordi has been featured as a guest speaker on various popular podcasts and media outlets. Jordi is a magna cum laude graduate of Manhattan College and a Board Member of the School of Business at Manhattan College.
edward-olanow

EDWARD OLANOW

Director of Investment Solutions / Portfolio Manager

Joined the firm in 2005, where he worked for almost a decade as a member of the firm's Macro strategy. In 2015, he assumed the role of structuring new products for the Weiss platform and is currently the Director of Investment Solutions and Portfolio Manager for the Weiss Alternative Multi-Strategy Fund. Previously, Edward worked as a quantitative analyst at Anchor Point Asset Management, a global macro fund. He began his investment career as a research and quantitative analyst with Citibank Global Asset Management where he designed global equity valuation toolsets for the fundamental research team and econometrics models for the firm's asset allocation committee. Edward holds a BA degree in Economics from Emory University.

LOCATIONS

New York

320 Park Avenue
20th Floor
New York, NY 10022

Hartford

One State Street
20th Floor
Hartford, CT 06103

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