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Liquid Transparent Alternatives to Hedge Funds and Private Equity

An alternative approach to alternative investment methods.
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4Thought Financial Group's Multi-Contingency Investing Methodology

"Our portfolio modeling process starts with creative proprietary research and empirical data analysis. Our findings are used to generate decision making formulas that are able to rapidly and repeatedly analyze vast quantities of raw data and drive our buy/sell/allocation decisions in tune with the specific investment mandates of each of the separately managed accounts offered."

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Learn more about our Multi-Contingency Investing Method

Gaining exposure to low-correlation diversifying investment methods by the conventional route – direct subscription to Hedge Funds and Private Equity Limited Partnerships – is fraught with difficulties. Such investments require accredited investor status; lack of transparency with respect to strategies, underlying investments, and performance reporting; high fees (usually an asset based fee and a percentage of gains); low liquidity, lock-up periods, infrequent redemptions, and surrender charges; and ongoing capital commitments (with private equity) that may be difficult for clients to meet. But there are alternative routes to getting exposures to the strategies and risk premiums employed by Hedge Funds and Private Equity.

4Thought offers advisors and portfolio managers a “Think Outside the Style Box” mentality in the form of liquid, transparent Separately Managed Accounts to create durable portfolios prepared for Bull, Bear, Wolf, and Eagle markets.

Using Separately Managed Accounts allows you to attempt to replicate the risk/return profiles of hedge fund and private equity strategies without many of the difficulties associated with investing in traditional funds.

4Thought’s fees are based on a percentage of assets under management only (with no performance-based fee on gains); daily liquidity is offered, with no lock-ups, surrender charges, or capital commitments; accredited investor status is not required; performance reporting is transparent (4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®)*); and you can actually see the individual securities owned outright in the account on a daily basis (not a once-a-quarter statement of the value of a single fund).



SMA Alternatives to Hedge Funds

Opportunistic Investing

Wolf Markets

Tactical Portfolio Manipulation

Cyclical Inefficiency Risk Premium

 

Wolf Markets: characterized by investor uncertainty and high volatility without bull or bear trend – may be best approached through the Opportunistic strategies often used in Hedge Funds. When suitable for investors, 4Thought uses similar strategies to attempt to capitalize on Wolf markets and extract the Cyclical Inefficiency Risk Premium available in these environments in its series of “Opportunistic” Separately Managed Accounts.

  • 4Thought Opportunistic Systematic Investing:
    For systematic investors seeking low correlation growth
  • 4Thought Global Opportunistic Accumulation:
    For lump sum investors seeking low correlation growth
  • 4Thought Global Opportunistic Distribution:
    For investors seeking low correlation income for withdrawals

 


 

SMA Alternatives to Private Equity

Selective/Concentrated Investing

Eagle Markets

Focused Position Management

Secular Inefficiency Risk Premium

 

Eagle Markets: characterized by investor exuberance, low volatility, and soaring asset prices – may be best approached through the Selective/Concentrated strategies often used in Private Equity. When suitable for investors, 4Thought uses similar strategies to attempt to capitalize on Eagle markets and extract the Secular Inefficiency Risk Premium available in these environments in its series of “Thematic” Separately Managed Accounts.

  • 4Thought Thematic Systematic Investing:
    For systematic investors seeking potential high long term growth
  • 4Thought Global Thematic Accumulation:
    For lump sum investors seeking potential high long term growth
  • 4Thought Global Thematic Distribution:
    For investors seeking potential high income for withdrawals

 


*The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients and any arrangements under which 4Thought provides recommendations for client self-implementation. For a list of composite descriptions or to obtain a full compliant GIPS Performance Disclosure Presentation, please email 4Thought at info@4tfg.com.

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