Alternative Investments

Alternative investments refer to a broad category of assets beyond traditional stocks, bonds and cash equivalents. Their role seeks to provide diversification and may help hedge against traditional market risks. These investments typically exhibit non-traditional characteristics and can include:

Private Equity: Explore investments in privately-held companies or funds that invest directly in private companies. Private equity aims to generate returns through capital appreciation and operational improvements.

Hedge Funds: These managed investment funds use various non-traditional strategies with a goal to achieve positive returns regardless of market conditions.

Real Estate: Learn about direct ownership of physical properties or investments in real assets, such as residential, multi-family housing, commercial, or industrial properties and typically offer potential for income and capital appreciation.

Commodities: Explore investments in physical goods such as gold, oil & gas, agricultural products or other raw materials. Commodities can serve as a hedge against inflation and provide portfolio diversification.

Infrastructure: Learn about investments in critical infrastructure projects such as toll roads, bridges, shipping ports, airports and utilities. Infrastructure investments typically offer stable cash flows and long-term capital appreciation.

Venture Capital: Discover investments in early-stage or startup companies with high growth potential. Venture capital aims to achieve significant returns through equity ownership in innovative businesses usually with long-term commitments.

Private Credit/Debt: Refers to non-bank lending to companies or projects, often involving direct loans or debt funds. These investments typically provide higher yields compared to traditional fixed-income assets and can include various structures, such as mezzanine financing, distressed debt, and interval funds.