ALTERNATIVE INVESTMENTS

The inclusion of physical assets, private equity, and commodities as investment strategy exhibits low to negative correlation with traditional asset classes such as public equities and fixed income.  

They can materially reduce portfolio volatility and enhance risk-adjusted returns, particularly during periods of equity market drawdowns or rising interest rate environments.

A prudent allocation depending on the investor’s risk tolerance, liquidity requirements, and investment horizon, optimizes the portfolio’s  expected risk-adjusted performance. 

Mitigating systematic risk and providing exposure to non-traditional return drivers, alternative allocations contribute to a more efficient portfolio as measured by the Sharpe ratio. 

Alternative investments offer access to unique value-creation opportunities unavailable in public markets.

Vehicles such as Physical Assets, Private Equity, and Commodity Trading strategies enable investors to benefit from low correlation through Physical Assets, maximize on short-term Commodity Trades, and capture long-term alpha through active management in Private Equity.