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A Straightforward Guide to Hybrid Funds

Hybrid funds, also known as asset allocation funds, invest in two or more asset classes to provide stability and growth. […]
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The Benefits of an Investing Technology Platform

The private equity industry is around half a century old, while buyouts are as old as capitalism. Today, alternative investments […]
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Guide to IRAs and Retirement Investing With Alternatives

What is an IRA? An individual retirement account (IRA) is a savings plan that offers certain tax advantages to help […]
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Private Market Inefficiency: What It Is and How to Exploit It

The efficient market hypothesis (EMH) posits that the stock market incorporates all available information about future values due to competition, […]
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The Benefits of Alternatives in an IRA

The goal of retirement investing is to preserve and grow your wealth to maintain your lifestyle in retirement. Since public […]
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Comparing Liquid and Illiquid Alts

Fidelity Investments recently announced the launch of two new liquid alt funds, Fidelity Advisor Macro Opportunities Fund ($FAQFX) and Fidelity […]
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Intro to Mezzanine Capital

Mezzanine, meaning "in the middle," is a type of capital that falls between senior debt and equity financing in a […]
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The Often Overlooked Strengths of Smaller Funds

The war in Ukraine, China's unending zero-Covid policy, and the global practice of unprecedented quantitative easing led to consistently high […]
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HNWI Investing: Challenges and Remedies

High-net-worth individuals (HNWIs) are an essential target market for asset managers. They tend to be more active and engaged investors, […]
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Qualified Small Business Stock (QSBS): What You Need to Know

Section 1202 of the Internal Revenue Code (IRC) provides tax benefits for qualified small business stock (QSBS). This tax break […]
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What Are Alternative Investments, and How Do I Talk to Clients About Them?

Over 200 years ago, a group of stockbrokers met under a Buttonwood tree on Wall Street to organize securities trading. […]
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3 Key Benefits of Funds of Funds

As an investment strategy, diversification is nothing new. It's about as old as investing itself. The basic idea is simple: […]
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Why Smaller Private Equity Funds Win

Bigger isn't always better, especially when it comes to private equity. In fact, smaller and emerging funds tend to outperform […]
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How Angel Investing and Venture Capital Relate

It's no secret that investors are always looking for the next big thing. Whether it's a new company or technology, […]
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How to Use Risk and Return to Select a Fund

When it comes to investing, there is no one-size-fits-all approach. Each investor has different goals and risk tolerances, which means […]
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Past performance is not indicative of future results. All securities involve risk and may result in significant losses. Investing in alternative investment funds is inherently risky and illiquid, involves a high degree of risk, and is suitable only for sophisticated and qualified investors. Investors must be able to afford the loss of their entire investment. Alternative investment funds should only be part of an investor’s overall investment portfolio. Further, the alternative investment fund portion of an investor’s portfolio should include a balanced portfolio of different alternative investments. Investments in alternative investment funds are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or limited liquidity. Investments in Alternative investment funds are generally highly illiquid and those investors who cannot hold an investment for the long term should not invest.

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