-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.
Have $100,000 or more to invest? You may qualify for Round Private Client. Contact our team at email@example.com.
Round Investments LLC, dba Round, is an SEC registered investment advisor. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC.
The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice. The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. The opinions expressed by Round represent the current, good faith views of Round and are provided for limited purposes, are not definitive investment advice and should not be relied upon as such.
The stock market is in reference to the S&P 500 index. An index is unmanaged, does not reflect management or trading fees, and one cannot invest directly in an index. Stock market performance is in reference to the SPX Index and was provided by Bloomberg Terminal.
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