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Private Market Strategies

Explore a full spectrum of alternative strategies—from private equity to pre-IPO equities—to expand diversification and unlock differentiated return streams.

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Why Private Markets

The Case for Pre-IPO Equities

Pre-IPO equities offer investors early access to high-growth private companies ahead of a public listing—capturing potential upside before broader market participation. These positions can complement core allocations by introducing asymmetric return potential within a risk-aware framework.

  • Access to institutional-quality deal flow not available through public markets
  • Diversifying performance drivers across market cycles
  • Structured entry terms with selective liquidity windows

 

Hedge
Funds

  • Flexible, actively managed strategies with the potential to generate returns in both rising and falling markets
  • Includes long/short equity, global macro, event-driven, and relative value styles

Private Real Estate

  • Direct and fund-based access to commercial, residential, and mixed-use real estate assets
  • Seeks income stability and capital appreciation through location, deal structure, and manager selection

Trend
Following

  • Systematic strategies that identify and ride market momentum across asset classes
  • Historically uncorrelated with traditional equity and bond markets, offering potential downside protection

Private Equity & Venture Capital

  • Exposure to high-growth private companies and early-stage innovators
  • Focused on value creation, operational improvements, and long-term appreciation
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Risk & Return Trade‑offs

Balancing Return, Liquidity & Risk

While private market strategies—especially secondaries and credit‑oriented debt approaches—offer compelling benefits, investors must weigh trade‑offs:

  • Liquidity tends to be limited: Exit windows are longer and markets less transparent.
  • Valuation uncertainty: Secondary interests may be priced at discounts to reported NAV depending on asset quality, vintage, or market sentiment.
  • Complexity and diligence required: Underlying asset analysis, legal structure, and counterparty quality matter.
  • Fee structures can vary significantly: Co‑investments often reduce fees, but mezzanine or distressed debt may involve additional costs or structuring fees.

 

Frequently Asked Questions

How do we utilize alternatives?

We integrate alternative investments across client portfolios to enhance diversification, manage risk, and unlock differentiated sources of return. Depending on the client’s goals and liquidity needs, this may include hedge funds, private real estate, trend-following strategies, or private equity exposures. Our role is to provide disciplined access and fit each alternative to the broader investment plan.

Why should advisors consider using alternatives?

Alternatives offer access to return streams not typically found in public markets. For advisors, they can serve as tools to manage volatility, generate income, or pursue long-term appreciation. When thoughtfully selected and implemented, alternatives support more resilient portfolio construction, especially in uncertain macro environments.