Alternative investing

I invest a certain component of some investors’ portfolios in alternative investments such as high quality market-neutral hedge funds. Hedge funds have a certain notoriety and are often misconstrued as being volatile. In fact, true hedge funds — not to be mistaken for performance-based hedge funds — have been used for over half a century to reduce portfolio volatility and ensure consistent returns.

Authentic market-neutral hedge funds are designed to provide consistent long-term growth with less volatility than you would normally experience through traditional equity investing. These funds protect your portfolio against risk because they have a low correlation to the stock market. They walk a different path, or, in other words, they zig while everyone else zags.

Thanks to portfolios protected by non-correlated investments from Picton Mahoney Asset Management and Fiera Capital, many of my investors realized positive returns in 2008, a year widely recognized as among the most challenging in recent market history. These leading hedge fund specialists perform extensive fundamental and technical analysis to optimize investors’ rewards while reducing their exposure to risk. They apply superior stock selection techniques and strategies that involve holding stocks in both long and short positions.

 

Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, their values will change and past performance may not be repeated.