Running global macro strategies, Bronze-rated UBS Dynamic Alpha and MFS Global Alternative Strategies have benefited from currency and equity market volatility.
The world is these alternatives managers' oyster.
Properly levied, a performance-based fee puts shareholders and managers on the same side.
Fees and expenses are often hidden and complicated. It's time to show investors what they're paying for.
Fees and expenses are often hidden and complicated. It’s time to show investors what they’re paying for.
More alternative asset managers are considering funds of hedge funds, but investors should keep in mind these portfolios' short track records.
Correlation to stocks and bonds varies depending on the strategy used.
Interest-rate fears and potential tapering of the Fed's bond buys could put these diversifying offerings on investors' radars.
Gratus Capital Management is an SEC registered investment advisor. Our ADV documents are available upon request. The opinions expressed are as of the pubication date and may change as market conditions vary. As with any investment, past performance is not a guarantee of future results.
It's not just a matter of lowering your market risk, says senior alternatives analyst Josh Charney.