UFG Private Equity seeks potential targets that comply with the following criteria:
To this day, modern portfolio theory remains one of the most highly referenced concepts in investing. Yet for decades, hedge funds were solely the domain of big institutions and the very wealthy.
These new mutual funds require a clear portfolio goal, and a willingness to learn the new skills required. It hardly helps that the individual strategies are unfamiliar at best, incomprehensible at worst.
But when understood thoroughly and used judiciously, these hedge fund strategies in mutual fund or ETF format can improve the diversification of a portfolio and help investors attain the best possible return for a minimum amount of risk.
Investor attitudes have changed sharply since then, says Cleo Chang, head of alternative investments at American Century Investments: Investors are looking for ways to smooth portfolio returns as the stock market displays increasing volatility and the bond market provides little in the way of ballast.
Indeed, they always have.
Concerns center around performance history or lack thereofand manager talent or lack thereof. Over the past five years through Oct. Fair enough—but how exactly are investors supposed to evaluate the myriad funds in the various strategies encompassed under the liquid-alts umbrella?
The other two, event-driven and relative-value, lagged behind their relevant indices. In other words, liquid alts offer similar diversification benefits to hedge funds.
By matching liquid alternatives to the most relevant hedge fund index, says Papagiannis, investors can get a better idea of how a strategy may perform over time.
Understanding this space is one thing. Knowing which strategy is best and where it belongs is another. Some create an allocation just for alternatives and others incorporate them into the equity and fixed-income portions of their portfolios. Are you worried about volatility in the markets and want an alternative to traditional equity?Why do the principals of Arundel Partners think they can make money buying movie sequel rights?
What value can they add to earn the money? Why do the partners want to buy a portfolio of rights in advance rather than negotiating film-by-film to buy them? The investment return, price, yields, market value and net asset value (NAV) of the Fund’s shares will fluctuate with market conditions, and it is possible to lose money by investing in the Fund.
TIFF. Television too often the dividends are not beginning to make up for the loss in the value of the shares. shouldn’t the payout ratio be less than per cent? For.
WHAT IT DOES: The Australian arm of Switzerland-based global alternative asset manager Partners Group has launched its Global Value Fund, which will invest in the firm's existing million.
But despite the potential that business model diversification has for generating growth and profit, executives need to carefully assess the strategic contributions of each element of their business model portfolio.
However, U.S. Industries made up a mere % of Partners' portfolio value as of June 30, A September newsletter stated that the Funds held shares of DRS Technologies Inc., a NYSE listed firm; in reality, they did not own a single share of that company.