Next-Gen Wealth Don’t Invest Like Their Parents

I recently re-read an article from Clayton Christensen, an esteemed writer, professor at Harvard Business School, and one of the most influential business thinkers in the world. A key point the author makes is that when we use a product, we essentially “hire” it to help us do a job.

In that context, what is Gridline’s job to be done?

Our job is to provide access to the highest quality private market investment opportunities with the potential to deliver outsized returns to our members. The universe of private market investment options dwarfs those in public markets, and there is considerable variance in performance between top and bottom managers in private, alternative asset classes. We have evaluated hundreds of opportunities, and less than 5% of the funds were reviewed to meet our standards. We do that hard work, so you don’t have to.

We’re excited to launch some exciting new products, and if you’d like to chat about our selection process and what’s to come, please reach out.

-Logan Henderson, Founder and CEO

Worth a Read

The Benefits of a Broad Spectrum of Alternative Investments

The key to successful alternative investing is to find high-quality assets that fit your investment goals and objectives. Read more.

How VC Fund of Funds Outperform the Market and Reduce Risk

Read more as we dive into this topic on last week’s blog.

A Final Thought

You’ve probably seen Fidelity’s bitcoin / 401(k) announcement. A couple of big takeaways here…

We know next-gen wealth don’t invest like their parents – no matter what the SEC or Warren Buffett says – and Fidelity is one of the first large institutions to enable retirement savings allocations to bitcoin and other digital assets in the future.

Our view: bitcoin is the gold standard, with a market cap larger than Meta and AT&T combined, but instead of focusing on bitcoin exclusively, investors should allocate a portion of their portfolio to both a basket of cryptocurrencies and to the companies building and innovating on the underlying technologies behind crypto and web3 more broadly. 

Investments in PE funds in this space would place bets on the future of the crypto industry while addressing the SEC’s concerns on crypto, given that funds operate within a regulatory framework defined by the SEC.

Let us know what you think – please don’t hesitate to reach out.

-The Team at Gridline