Updates, Tips, & Finance News

Summary

-We've introduced a new fund to Round Private Client portfolios
-We're sharing a look into our investment process


Hi there—here is this week's update!

Blackstone's Alternative Multi-Strategy Fund

We wanted to highlight one of the funds we recently added to Round Private Client.

Why we're allocating to this fund

We believe that investment grade bonds are going to generate little to no return for the foreseeable future.

Our view is that we will be in a low interest rate environment for some time and have been forced to look for alternatives to replace a portion of the investment grade bond portion in portfolios.

We believe that this fund will generate a satisfactory yield as a replacement for certain bond funds. We also believe that the fund can reduce portfolio volatility while being less correlated to the markets.

One of the exciting parts of this fund is the fact that it invests in and with some of the most well-known hedge fund managers.

We want to share our investment memo with you so you can get a better understanding of our investment process.

Click here to access the investment memo.

If you're having trouble accessing the file, here is the link: https://docsend.com/view/bdxc49j534aefkpm

See you next week,
Saul & The Round Team

Note: we updated the disclosures to the WCLD investment memo. Here is a link to view the memo.


Have $100,000 or more to invest? You may qualify for Round Private Client. Contact our team at privateclient@investround.com.


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