Newsletter
Our Managers’ views of their space and the world,
and what they are all about:
KINSTED WEALTH – Looking for low volatility, enhanced diversification, and category leading daily liquidity – look no further. Happy to delve into the liquidity side of the equation. No lock up periods. Category leading liquidity, which you and your clients hopefully won’t need or want to access, but good to know it is available.
Did we mention “access” / relationships, and Institutional quality portfolio construction and due diligence? All of this is what Kinsted brings to the table!
Unigestion
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Focused on tomorrow’s leaders – Mid-market companies with leadership attributes
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Looking to invest in non GDP growth dependent businesses
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Seeking companies that fit the firm’s “thematic” lens
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Generally not looking at making use of significant “leverage” in their investments – thereby lowering risk of exposure overall for you and your clients.
IMC
… (Cont’d)
The firm’s Closed End High yield which is being re-opened could possibly be just the ticket 😊(looking to produce 11-13% yields, versus 7-8% long term for the AMF). As well, moving this time into the Equity side of the equation, IMC applies its same strategy and risk management to look to generate 20% returns on their Actively Managed Equity Closed End fund, which also features co-investment opportunities, and which has some “anchor” investors well versed in the world of Real Estate.
For us, IMC represents a proven, long standing and importantly exceedingly well-connected player in their category.
Why is this last point oh so important? Quite simply because access to deal flow, and benefit of longstanding working relationships in the space are critical to delivering continuingly strong and steady results, which is IMC’s story!
Oh, and one last thing: looking for equity exposure drawing on IMC’s core risk management and selection philosophy? You aren’t alone, and yes, that too is currently on the table, with a return target of 20% going forward.
Our Managers (Cont’d)
Croatan Investments
… their current confidence that a unique opportunity is immediately ahead is something we want you to wrap your head around and capitalize on. Tune in to our recently recorded webinar with Croatan’s Paul Vance and Will Martin to get the lowdown on what to expect as you invest in and with Croatan. (The webinar is up on our website => Click HERE! )
