Category Archives: Hedge Fund Strategies

Alternative Investments, Chicago Area Investment Advisor, Chicago Area Private Wealth, Family Office, Fiduciary Advisor, Hedge Fund Strategies, Hedge Funds, Hinsdale Investment Advisor, Private Equity, Private Wealth, Real Assets Investing, Selecting a Family Office Investment Advisor, Selecting an Investment Advisor, Selling a Business, Wealth Management, Western Chicago Suburbs Investment Advisor

From Business Owner to Investor: Charting Your Course After a Business Sale

Posted on by Jennifer Lambert
16
Mar

 

Selling your business is a monumental achievement, marking the culmination of years of hard work and dedication. But as one chapter closes, another exciting, albeit complex, one begins: transitioning from the steady income of an active business to living off the total return of an investment portfolio. This shift blends excitement, uncertainty, and a new set of financial considerations.

Here’s what every entrepreneur should consider to ensure a smooth and successful journey from business owner to thriving investor.

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Alternative Investments, Chicago Area Investment Advisor, Family Office, Fiduciary Advisor, Hedge Fund Strategies, Hedge Funds, Private Equity, Private Wealth, Selecting a Family Office Investment Advisor, Selecting a Private Wealth Investment Advisor, Selecting an Investment Advisor, Selling a Business, Wealth Management

Selling Your Small Business: A Roadmap to a Successful Exit

Posted on by Jennifer Lambert
17
Feb

 

Selling the business you’ve poured your heart and soul into is a monumental decision. It’s a moment that can redefine your financial future, secure your legacy, and open doors to new adventures. Yet, it’s also a complex journey, fraught with potential pitfalls if not navigated carefully.

Whether you’re dreaming of retirement, eyeing a new entrepreneurial challenge, or adapting to changing life circumstances, preparing your business for sale demands strategic thought, meticulous planning, and flawless execution. This guide is designed to walk you through the essential considerations every small business owner should weigh before putting their cherished venture on the market.

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Alternative Investments, Bitcoin, Cryptocurrencies, Endowments, Family Office, Foundations, Hedge Fund Strategies, Hedge Funds, Liquid Alternatives, Nonprofits, Pensions, Selecting an Investment Advisor

Hedge Funds Through 2025: Evolution, Growth, and Market Dynamics – A Deep Dive

Posted on by Jennifer Lambert
14
Feb

The hedge fund industry has undergone significant transformation, experiencing unprecedented growth, evolving strategies, and adapting to new market realities. Global hedge fund assets have surged to record levels approaching $4.5 trillion by the end of 2024, representing more than a doubling of industry assets from the $2 trillion managed in 2010. This expansion reflects the industry’s resilience through multiple market cycles, technological advancement, and evolving investor preferences for diversified, risk-adjusted returns.

University endowments have historically allocated significant assets to hedge funds. By fiscal year 2024, the average endowment had 16.1 percent of its assets invested in marketable alternatives, a category that includes hedge funds (Source: 2024 NACUBO-Commonfund Study of Endowments). In part due to the well-publicized success of some large university endowments, smaller endowments, foundations, museums, libraries, healthcare organizations, and other nonprofit institutions have sought similar investment approaches. While effective hedge fund investing can help endowment and foundation investors meet investment objectives, it also brings specialized risks and challenges that must be diligently managed.

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Alternative Investments, Fiduciary Advisor, Hedge Fund Strategies, Hedge Funds, Liquid Alternatives, Liquid Alts, Market Volatility, Selecting an Investment Advisor, Wealth Management

Liquid Alternatives: A Smart Play for Your Portfolio? (And How They Differ from Hedge Funds)

Posted on by Jennifer Lambert
14
Feb

 

In today’s dynamic investment landscape, many investors are looking beyond the traditional 60/40 stock-bond portfolio. Enter liquid alternatives – an increasingly popular option designed to offer sophisticated strategies with the flexibility and accessibility you expect from mutual funds or ETFs. But are they a viable strategy for your portfolio? Let’s dive into their potential benefits, drawbacks, and critically, how they compare to traditional hedge funds.

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Alternative Investments, Hedge Fund Strategies, Hedge Funds, Investment Strategy, Selecting an Investment Advisor, Wealth Management

Should You Invest in Hedge Funds? A Balanced Look

Posted on by Jennifer Lambert
09
Nov

 

Hedge funds have long been a topic of fascination and debate in the investment world. Often shrouded in a veil of exclusivity and complexity, they promise sophisticated strategies and unique return profiles. But are they truly a golden ticket to enhanced portfolio performance, or are they a costly detour that often disappoints?

Let’s cut through the jargon and explore the main reasons why investors consider hedge funds, as well as the significant drawbacks that often lead to caution.

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