Alternative Investment Strategies
Our discussion of alternatives is not a solicitation to invest. Only qualified investors, upon receipt of a private placement memorandum, may invest.
Objective: Pursue positive returns, limited volatility, and low correlation to traditional investments
We employ non-traditional investments to complement equity and fixed income portfolios for qualified clients. Promoting diversification of investments is important to our strategy. Opportunities for qualified clients may include, but are not limited to, the following strategies:
Event Driven and Relative Value Strategies consist of distressed securities, capital structure arbitrage, convertible arbitrage, merger arbitrage, and special situations.
Long/Short Equity invests in domestic and international markets, and adds value through stock selection and adjustment of market exposure levels.
Specialty Finance Strategy focuses on private lending opportunities, including receivable financing, asset based financing, and secured loans.
Private Equity Strategy seeks non-public investments in domestic, international, and emerging markets. Opportunities may be in middle market buyouts, distressed securities, energy, financial services, and resource rich properties.
Natural Resource Strategies capitalize on the cyclical price patterns of oil, natural gas, land, commodities, and other natural resource opportunities.
Real Estate investments include income producing, development and value added properties identified on an opportunistic basis.