Fund Launches
NT BDC Launch Trends Highlight Two Ways the Market Has Changed
In the mid 2010s, it looked like the entire non-traded BDC industry was on the verge of extinction. Several major funds closed, and overall assets declined steadily between 2017 and 2020. Yet beneath the surface, the beginnings of a new boom boom were already building. The new boom in the NT BDC market is part […]
Alternative Fund Registrations Surge in 2024
This chart shows the number of new alternative investment funds that filed registration statements with the SEC over the past three years. Several trends jump out from this chart. First, interval funds are becoming the structure of choice for fund managers that want to bring alternative strategies to a broader audience. Similarly, “traditional” asset managers […]
NT BDC Sector Insights: Trends, Growth, and Market Leaders (May 2024)
As of the end of Q1 in 2024, total assets in NT BDCs reached $202.6 billion, up 36% from the same time last year. There are currently 103 NT BDCs in the markets, including 21 public and 82 private. Total net assets in NT BDCs, totalled $112 billion as of the end of 2024Q1. By […]
Asset Allocation
The Rise of Infrastructure Funds
Infrastructure is a component of real asset investing that focuses on the distribution of goods, people, and resources. Examples of economic infrastructure assets include ports, airports, tollroads, bridges, energy distribution networks, and data centers. Examples of social infrastructure include education facilities, hospitals, and government buildings. Infrastructure assets have several highly favorable characteristics: According to the […]
LODAS Markets Becomes First to Execute Fully Electronic Secondary Market Trades of Delaware Statutory Trusts
Reposted from Lodas Markets Overland Park, Kan. – September 5, 2024 — LODAS Markets, the only fully automated online marketplace to buy, sell and manage alternative investments, announces the first fully electronic trades of Delaware Statutory Trust (DST) assets in the secondary market. The transactions occurred in August via three trades on LODAS’ SEC-registered Alternative […]
Limitations of the 60/40 Portfolio and the Role of Alternative Investments.
The traditional 60/40 portfolio allocation has been a popular investment strategy for many years. It involves allocating 60% of your portfolio to stocks and 40% to bonds. This strategy has served as a good rule of thumb in the past but it has a number of limitations that investors should be aware of. 60/40 Limitations […]
Tender Offers
Alternative Liquidity Capital Launches Tender Offer for Shares of the Wildermuth Fund
Alternative Liquidity Capital has launched a new unsolicited tender offer for shares of the Wildermuth Fund, a closed end interval fund. Alternative Liquidity is offering to purchase up to 238,000 Class I Shares at a price of $2.50 per share. The fund’s estimated NAV is $10.00 per share as of August 14, 2023. In June […]
Liquidity Opportunity for Skybridge Multi-Adviser Hedge Fund Portfolios
Alternative Liquidity Index, LP, a Delaware limited partnership (the “Purchaser”), today announced an offer to purchase up to 16,000 Multi-Strategy Series G Shares (the “Shares”), of Skybridge Multi-Adviser Hedge Fund Portfolios LLC (the “Fund”). The Fund’s recent repurchase offer was oversubscribed, and this Offer provides an opportunity for investors to sell their entire investment for […]
Morgan Creek Global Equity Long/Short Fund Liquidation
Morgan Creek Global Equity Long/Short Fund launched in 2011. It is an unlisted closed end fund(tender offer fund) that invests in a diversified portfolio of hedge funds and other private funds, mainly following long/short equity strategies, including both US and foreign stocks. They invested in many of the largest brand name hedge fund franchises including […]
Alternative Asset Managers
Blackstone Private Equity Strategies Fund Revives Launch Plans
Redemption overload at Blackstone’s flagship non-traded REIT cast a pall over the whole retail alternative sector for several months. Blackstone had to delay the launch of Blackstone Private Equity Strategies Fund(BXPE), a publicly registered vehicle designed to bring traditional private equity to a wider audience of investors. Yet the launch plans are back on now, […]
Carlyle Group’s Alternative Investment Strategy
Carlyle Group is a global investment firm that focuses on alternative investments such as private equity, real estate, credit, and infrastructure. The firm’s alternative investments strategy involves identifying high-potential assets and adding value through operational improvements, with the aim of selling those assets for a profit. Carlyle Group has a total of $376 billion in […]
Understanding the Franklin Templeton Alternative Investment Strategy
Franklin Templeton has long been a mutual fund powerhouse. However, they have also quietly become one of the biggest players in the alternative investments industry. Strategic M&A and educational initiatives helped Franklin Templeton alternative investment products gain traction in the RIA channel. Franklin Templeton’s strategic focus on alternative investments is just beginning to have an […]