--- title: 100 Funds Delivering Positive Returns During Inflationary Period description: Fund allocation is challenging enough without poor due diligence processes. Leveraging an all-in-one due diligence solution from AlternativeSoft can help. image: https://blog.alternativesoft.com/hubfs/AltSoft%20Article%20Image.png --- - Mon - Fri 8:00 - 19:00 GMT - UK: [+44 (0)20 7510 2003 ](tel:+44%20(0)20%207510%202003) | [USA: +1 332 240 0537](tel:+13322400537) - [information@alternativesoft.com](mailto:information@alternativesoft.com) ![Capterra review](https://blog.alternativesoft.com/hs-fs/hubfs/raw_assets/public/Alternativesoft_Jan2022/images/capterra-review-page.png?width=108&name=capterra-review-page.png "Capterra review") ###### Trusted by 640+ Users ###### Best Risk management Software 2023 | 2022 | 2021 | 2020 | 2019 [![AlternativeSoft](https://blog.alternativesoft.com/hs-fs/hubfs/raw_assets/public/Alternativesoft_Jan2022/images/logo-dark.png?width=270&name=logo-dark.png "AlternativeSoft")](https://www.alternativesoft.com/) - [Raise Hedge Fund Capital](https://www.alternativesoft.com/raise-capital-for-hedge-funds.html) - Solutions - [Solutions for Endowments](https://www.alternativesoft.com/solutions-for-endowments.html) - [Solutions for Wealth Managers & Family Offices](https://www.alternativesoft.com/solutions-for-family-offices.html) - [Solutions for Pension Funds](https://www.alternativesoft.com/solutions-for-pension-funds.html) - [Solution for Private Equity Investors](https://www.alternativesoft.com/solutions-for-private-markets.html) - [Raise Hedge Fund Capital](https://www.alternativesoft.com/raise-capital-for-hedge-funds.html) - [For Financial Advisors](https://www.alternativesoft.com/solution-for-financial-advisors.html) - [For Reporting](https://www.alternativesoft.com/reporting.html) - [Portfolio Management with Hedge Funds](https://www.alternativesoft.com/portfolio-management.html) - [For Hedge Fund Due Diligence](https://www.alternativesoft.com/due-diligence-exchange.html) - References - [Case Studies](https://www.alternativesoft.com/case-studies.html) - [References](https://www.alternativesoft.com/references.html) - About Us - [Our Story](https://www.alternativesoft.com/about-alternativesoft.html) - [Company Timeline](https://www.alternativesoft.com/company-timeline.html) - [Our Team](https://www.alternativesoft.com/our-team.html) - [Awards](https://www.alternativesoft.com/awards.html) - [Data Partners](https://www.alternativesoft.com/fund-databases.html) - Resources - [Applied Research](https://www.alternativesoft.com/applied-research.html) - [Resources](https://www.alternativesoft.com/resources.html) - [News & Events](https://www.alternativesoft.com/news.html) - [Videos](https://www.alternativesoft.com/videos.html) - [Contact Us](https://www.alternativesoft.com/contact-us.html) [Book Your demo](https://www.alternativesoft.com/contact-us.html) ## Applied Research # 100 Funds Delivering Positive Returns During Inflationary Period - May 2022 - AlternativeSoft ## Which funds to select in an inflationary period? May 2022, US inflation has reached +8.3% and the S&P500 and crypto markets are down -20% and -40% for 2022, respectively. The question many institutional investors are asking is where and how to allocate funds to achieve positive returns in the next five to ten years, given the growing long-term inflationary challenges? Research on this topic during inflationary periods suggests that the highest performing portfolios were those which favored value funds, rather than growth-focused funds.\* Should investors expect to see the same trends repeat themselves in this current inflationary environment?   ## AlternativeSoft’s analysis of funds’ returns in the current inflationary environment We selected 9,572 funds from Morningstar, HFR and EurekaHedge databases, with an AUM of more than $1billion. Out of these funds, we selected 500 funds with the highest beta to the Fama/French Value-Growth index, which was then additionally narrowed to 100 funds with the lowest beta to the Morningstar Tech index. We were left with 100 funds which would have delivered, based on the previously discussed research, around 10% annualized return for 10 years during these two inflationary periods. Table 1 exhibits that these 100 funds (i.e. those ranked with high beta to Value and low beta to Tech) have a cumulative 2022 return of 6.98% with the universe of -1.57%. Table 1 2022 return of the 100 funds with high betas to Value and low betas to Tech ![AltSoft Article Image](https://blog.alternativesoft.com/hs-fs/hubfs/AltSoft%20Article%20Image.png?width=689&name=AltSoft%20Article%20Image.png) In conclusion, as of May 2022, funds selected with low betas to Tech and high betas to Value, have outperformed during 2022. The real test will come when we analyze their performance at the end of 2022. [![Download the list of 100 funds with low beta to tech index](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25242085/24d4bf86-8215-42a2-b775-d38458b92e5d.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25242085/24d4bf86-8215-42a2-b775-d38458b92e5d)   AlternativeSoft provides investors with state of the art analytics and a data warehouse to seamlessly search funds which could outperform during long periods of high inflation and delivers valuable insight to assist in the decision making process. To learn more about how AlternativeSoft can help you and your organization with funds selection, contact [information@alternativesoft.com](mailto:information@alternativesoft.com). \* (https://quantpedia.com/whats-the-best-factor-for-high-inflation-periods-part-ii/ )   --- #### Schedule a Demo ### Office Location **UK:** 10 Lower Thames, London EC3R 6AF **USA:** 200 South Wacker Drive, 31st Floor,Office 3214, Chicago, IL 60606 ### Phone **UK:** +44 20 7510 2003 | **USA:** +1 332 240 0537 ### Email [information@alternativesoft.com](mailto:information@alternativesoft.com) ### Social Address ![Alternativesoft](https://blog.alternativesoft.com/hubfs/raw_assets/public/Alternativesoft_Jan2022/images/logo-dark-b.png) The only analytical tool on the market to build and manage a universe with data from any source. #### Company - [Home](https://www.alternativesoft.com/index.html) - [About Us](https://www.alternativesoft.com/company-profile.html) - [Our Team](https://www.alternativesoft.com/our-team.html) - [Awards](https://www.alternativesoft.com/awards.html) - [Company Timeline](https://www.alternativesoft.com/company-timeline.html) #### Products - [For Endowments & Foundations](https://www.alternativesoft.com/solutions-for-endowments.html) - [For Wealth Managers & Family Offices](https://www.alternativesoft.com/solutions-for-family-offices.html) - [For Pension Funds](https://www.alternativesoft.com/solutions-for-pension-funds.html) - [For Hedge Fund Managers](https://www.alternativesoft.com/solutions-for-managers-and-hedge-funds.html) - [For Private Equity Investors](https://www.alternativesoft.com/solutions-for-private-markets.html) - [For Reporting](https://www.alternativesoft.com/reporting.html) - [Portfolio Management with Hedge Funds](https://www.alternativesoft.com/portfolio-management.html) - [For Hedge Fund Due Diligence](https://www.alternativesoft.com/due-diligence-exchange.html) #### Resources - [Research](https://www.alternativesoft.com/research.html) - [News](https://www.alternativesoft.com/news.html) - [Events](https://www.alternativesoft.com/context-summits-europe-2019.html) - [References](https://www.alternativesoft.com/references.html) #### Contact Us - [Contact Us](https://www.alternativesoft.com/research.html) - [Careers](https://www.alternativesoft.com/careers.html) © 2025 [AlternativeSoft.](https://www.alternativesoft.com/index.html) All Rights Reserved | [Privacy Policy](https://www.alternativesoft.com/privacy-policy.html)