It's easy to look at public markets and private markets as two different worlds. But the truth is, they're not all that different. The core approach to investing in either market is pretty similar: You want to maximize diversification across companies and strategies, minimize fees relative to the asset class, and partner with firms who execute their strategies effectively.
If you can do that, you'll have the best risk-adjusted long-term outcomes.
When John Bogle, the founder of Vanguard, launched the Vanguard 500 Index Fund in 1976, he showed that offering investors a better product at a lower cost was possible. And in doing so, he helped make investing more accessible for everyone by focusing on a few key elements:
- Portfolio construction
- Low expenses
- Dollar-cost averaging
Gridline is following in Vanguard's footsteps. Like Vanguard, we are focused on offering a better product at a lower cost, and while the platform streamlines the process for discovering, deploying and managing a portfolio, what is more important is enabling investors to build a well-diversified portfolio of top-tier funds and expand their efficient frontier.
By offering our services at a fraction of the cost of competing offerings and using industry-leading technology to provide transparency, accountability and efficiency, we've been able to engage with investors at all levels – from new entrants to sophisticated institutions – and provide them with access to some of the most promising opportunities across the alternatives landscape.
-Logan Henderson, Founder and CEO
Worth a Read
Private Markets, Not IPOs, Will Lead Exits in 2023
Rising inflation and interest rate hikes have squashed investor appetite for high-risk IPO candidates. Private market exits, however, are expected to pick up the slack. Read more.
Why 84% of Executives Remain Bullish on Private Market Valuations
A healthy majority of executives expect performance at their companies to increase year-over-year in 2023. Although a recession in 2023 is likely, private companies are feeling bullish about their prospects. Read more.
Join Gridline Investment Team Senior Advisor, Doug Dougherty, on Thursday, February 23rd at 11 am EST for our February Member webinar.
In Navigating Alternatives we'll be be giving an overview of alternative investing including:
- The characteristics and profiles of common alternative asset classes such as Venture Capital, Private Equity, Private Credit, and how these asset classes work together in your portfolio
- Critical factors and issues around investment objectives and portfolio design
- Key questions to consider for investment selection, portfolio construction, and implementation
This webinar is open to Gridline Members. If you would like to join us, please complete the process to sign up for access and we will send you your personal link to join the live webinar.