Buy 3 Easterly Mutual Funds With Distinct Investment Strategies

Easterly Asset Management is a global investment management firm launched in 2019. The firm pairs specialized investment teams with premier mutual fund investment strategies across equities, fixed-income, and alternative investments. It is a multi-manager investment firm offering a variety of actively managed investment portfolios with different investment objectives. 

Easterly selects investment managers with a proven track record and supports them in their investment decisions, with a focus on risk management and support of the necessary infrastructure and services. Easterly’s leadership team, on average, has more than 20 years of experience in the financial services industry. This structure makes Easterly mutual funds a compelling investment option. 

We have picked three funds — Easterly Hedged Equity JDAEX, Easterly Snow Long/Short Opportunity  SNOAX and Easterly Income Opportunities JASVX — which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or Rank 2 (Buy), with positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided comparatively stronger performance and carry a lower fee.

Easterly Hedged Equity fund invests its assets in U.S. equities and uses options strategies to hedge against significant market downturns. 

Edward Boll has been the lead manager of JDAEX since July 15, 2015. Most of the fund’s holdings were in companies such as State Street SPDR S&P 500 ETF Trust (88.7%), Other (10.9%) and Options (0.5%) as of May 31, 2026.

JDAEX’s 3-year and 5-year annualized returns are 14.5% and 10.3%, respectively. Its net expense ratio is 1.56%. JDAEX has a Zacks Mutual Fund Rank #1.                       

To see how this fund performed compared to its category, and other 1 (Strong Buy) and 2 Ranked Mutual Funds,please click here.

Easterly Snow Long/Short Opportunity fund invests in equity securities of companies of all sizes, including common and preferred stocks, convertible securities, and equity-focused funds and ETFs. 

Joseph Artuso has been the lead manager of SNOAX since Aug. 16, 2023. Most of the fund’s holdings were in companies like B2Gold Corp. (4.3%), Dell Technologies Inc. (4.2%) and JPMorgan Chase & Co. (3.5%) as of May 31, 2026. 

SNOAX’s 3-year and 5-year annualized returns are 15.2% and 10%, respectively. Its net expense ratio is 1.92%. SNOAX has a Zacks Mutual Fund Rank #2.

Easterly Income Opportunities fund invests primarily in common stocks with the potential for long-term growth of capital using a ”value” approach. JASVX portfolio manager seeks attractively valued companies that are improving their free cash flow and improving their returns on invested capital.

Jay Menozzi has been the lead manager of JASVX since Aug. 21, 2018. Most of the fund’s holdings were in companies like Miscellaneous Bonds (1.8%), Other (1.8%) and U.S. Treasury Note (1.3%) as of May 31, 2026. 

JASVX’s 3-year and 5-year annualized returns are 6.1% and 2.8%, respectively. Its net expense ratio is 1.70%. JASVX has a Zacks Mutual Fund Rank #2.