WHY THIS FUND?
Our Alternatives Advantage Fund is designed with the goal of
unlocking the benefits of an allocation to the alternative investment markets.
Our Fund is a pure allocation to alternatives, delivered through a flexible and diversified multi-alternative fund.
We employ a multi-strategy, liquid approach to provide
clarity and simplicity for client portfolios.
Our Fund is a holistic and turnkey solution. It is a multi-manager, multi-alternative fund built to establish a core allocation to alternatives with a single investment.
Our tenured Fund team has worked together to manage and oversee diversified hedge fund investments for over a decade. They have experience across all asset classes and investment types, and have developed a robust due diligence and manager selection process.
Our portfolio management team averages several decades of industry experience and brings a vast network of alternatives industry resources to bear for our clients.
Our Fund targets diversified allocations, considering all available hedge fund strategies. This diversification helps take advantage of the benefits of each strategy type. This may help provide a more stable return profile and reduce overall portfolio risk and volatility.
Source: Miles Capital, Bloomberg, Barclays, HFRI
Hedge Funds are represented by the appropriate HFRI Index. Past performance is not indicative of future results. There is no guarantee that any investment will achieve its objectives. As with all investments, there is risk of loss of all or a portion of the amount invested. Index performance is shown for illustrative purposes only. An investor cannot invest directly in an index. Diversification does not ensure a profit or guarantee against loss.
PURE ALTERNATIVES ALLOCATION
Many “multi-alternative” funds invest in traditional stocks and bonds, occasionally up to as much as 60% of the fund. This increases portfolio overlap, decreases diversification, and diminishes the purpose and benefits of an allocation to hedge fund strategies.
Our Fund invests solely in hedge fund strategies, delivering a pure and purposeful investment to our clients.
Beta is a measure of volatility relative to the market. A beta of less than 1 means that the security is theoretically less volatile than the market.
We invest in hedge fund strategies, helping to ensure we can proactively manage the portfolio and leverage our sell discipline as necessary. Our Fund’s focus on agility is designed to enhance the potential performance.
Liquid alternative investments or liquid alts are mutual funds or exchange-traded funds (ETFs) that aim to provide investors with diversification and downside protection through exposure to alternative investment strategies.
The Fund's performance is dependent upon the Adviser's skill in selecting underlying funds and making appropriate investments.