BRI Long/Short Equity Index up 1.13% in September and up +9.10% YTD

FOR IMMEDIATE RELEASE

RESULTS:                                                               SEPT                     YTD

BRI Long/Short Equity Index:                      1.13%               9.10%
BRI Dynamic Growth & Value Index:         1.75%              13.50%
BRI Quality SmallCap Index                         5.98%               8.49%


September 2017 ATTRIBUTION

The BRI Dynamic Growth & Value Index’s attribution in September was almost largely driven by positive performance from the Value exposures.
The BRI Long/Short Equity Index combines the BRIDGV Index with a dynamic hedge which was a detractor in September.

                                                                         


PERIODIC RESULTS

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NEWS

 

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About BRI Partners, LLC
BRI Partners, LLC, was originally founded in 2001 as a hedge fund seeding company. After divesting of the hedge fund companies in its portfolio in 2013 the original BRI Partners ended its seeding business. In 2016 the company was reformed, re-establishing itself as a creator and licensor of investible beta hedge fund indexes. BRI also specializes in research focused on quantifying, analyzing and demystifying the risk and alpha in alternative strategies. BRI strives to be intellectually honest, transparent and focused on quality. BRI is committed to acting with equanimity and engaging in collaborative, open-minded relationships with our clients and our partners to create true value for all.
About Wilshire Associates Incorporated
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Forward-looking statements contained herein are not guarantees of future results. Such statements involve risks, uncertainties and assumptions and there can be no assurance that actual results will not differ materially from expectations. Past performance is no guarantee of future results. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from BRI. The information contained herein is current only as of the date indicated, and may be superseded by subsequent market events or for other reasons. Charts and graphs provided herein are for illustrative purposes only. The information contained herein may contain hypothetical performance data. Hypothetical or model performance results have certain limitations; for example, hypothetical results do not take into account actual trading and market factors (such as liquidity disruptions, etc.). Simulated performance is designed with the benefit of hindsight and there can be no assurance that the strategy presented would have been able to achieve the results shown. There are frequently large differences between hypothetical performance results and actual results from any investment strategy.
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Index returns do not reflect payment of certain sales charges or fees an investor may pay to purchase the securities underlying the Index or investment vehicles intended to track the performance of the Index. The imposition of these fees and charges would cause actual performance of the securities/vehicles to be lower than the Index performance shown. Inclusion of a company in the Index does not in any way reflect an opinion, endorsement or approval of Wilshire or BRI on the investment merits of the company. This material is based upon information generally available to the public and from third party sources believed to be reliable. Wilshire does not independently verify any of the information it receives. Wilshire gives no representations or warranties as to the accuracy of such information, and accepts no responsibility or liability (including for indirect, consequential or incidental damages) for any error, omission or inaccuracy in such information and for results obtained from its use. Information is as of the date indicated, and is subject to change without notice. This material is intended for informational purposes only and should not be construed as legal, accounting, tax, investment, or other professional advice.