Services

Alternative Investments

Alternative investments help to diversify a portfolio comprised of traditional asset types such as stocks, bonds, and cash. Alternative investments add diversity to a portfolio because they perform differently than these traditional asset categories in response to economic conditions. Most alternative investment assets are held by institutional investors or accredited, high-net-worth who are presumed to be sophisticated enough to understand their risks. Alternative investments are usually quite difficult to analyze and may lack liquidity. There may be limited historical risk and return data for investors to analyze.

Alternative Solutions

  • Hedge Fund of Funds
  • Enhanced Index Funds
  • Structured Products
  • Options and Warrants

Depth of Experience

  • Over $600 million invested in Alternatives
  • Onshore and Offshore
  • Hedge Funds
  • Real Estate (REITs)
  • Private Equity
  • Timber

Alternative Styles

  • Long / Short Equity
  • Convertible Arbitrage
  • Market Neutral
  • Merger Arbitrage
  • Event Driven
  • Fixed Arbitrage
  • Distressed Securities
  • Other Styles (Global Macro, Short Selling)

 

Extensive Research and Analysis

  • Independent Third-Party Databases of Hedge Fund Managers
    • 3,000+ in Morningstar-Altvest
    • 4,000+ in Hedgefund.net
    • 3,000+ in Eurekahedge
  • Due Diligence Staff
  • Prime Brokers
    • Morgan Stanley
    • Goldman Sachs
    • JPMorgan Chase
    • ABN Amro
  • Societe Generale, Zurich Capital, BNP