Alternative mutual funds offer multiple
benefits


Manager Access

Efficient
Returns

Mitigate
Risk


Simplicity

Proven
Team

Access Emerging and Established Hedge Fund Managers

  • Invest in hedge fund strategies with successful track records
  • Access new asset classes and new investment strategies

Emphasis on Efficient, Risk Adjusted Returns

  • Historically lower correlation of hedge strategies may reduce volatility
  • Greater portfolio diversification by expanding beyond traditional investments
  • Low relative fees for premium investment solutions

Seek to Mitigate Risk

  • Daily pricing and daily liquidity increase trading flexibility
  • Transparent reporting ensures access to performance data
  • Custody of assets at third party enhances fraud detection

Simplicity

  • Available on multiple platforms
  • Low relative investment minimums
  • Easier tax filing (IRS Form 1099 vs. K-1)

Proven Team

  • Knowledgeable and experienced leadership team
  • Successful backgrounds in investing and allocation at alternative and traditional asset management firms, family offices and endowments
  • Best practices for manager selection and portfolio management
Andrew Dudley
Andrew Dudley
John Culbertson