The Alternative Completion Model Portfolios aim to enhance traditional allocations with differentiated returns while maintaining a lower-risk profile.

The Global Alternatives Strategy targets long-term returns and diversification through hedge fund-like allocations using alternative risk premia.

The Global Macro Strategy seeks to provide capital appreciation by pursuing long-term positive returns independent of market cycles.

Market behavior and relationships change over time in response to economic cycles and investor behavior. AlphaSimplex’s strategies are designed to learn and adapt rather than rely on long-term average conditions and relationships.

The authors examine key themes that affected trend followers over the course of 2025, as well as the factors that drove differences in trend performance including trend speed, market selection, and volatility estimation.

AlphaSimplex Group, LLC (AlphaSimplex), an investment affiliate of Virtus Investment Partners (NYSE: VRTS), is a Boston-based registered investment adviser that seeks to expand the way the world invests with the power of diversification.

AlphaSimplex integrates dynamic risk management into its strategies, using proprietary models to monitor and adjust portfolio risk daily.

AlphaSimplex bases its investment strategies on the Adaptive Markets Hypothesis, which views financial markets as competitive and adaptive rather than consistently efficient or rational.

AlphaSimplex explores incorporating Environmental, Social, and Governance (ESG) policies into its strategies, aligning with its core values of innovation and client focus.

AlphaSimplex offers investment strategies for individuals and institutions.

Kathryn M. Kaminski, Ph.D., CAIA, Chief Research Strategist, Portfolio Manager; and Yingshan Zhao, CFA, Associate Portfolio Manager – Portfolio Construction, Research Scientist

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