THE CASE
FOR ALTERNATIVES
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Most investors are familiar with traditional investments where an investor will purchase a stock or bond on the expectation that the asset’s value will rise.
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Traditional managers are usually evaluated on relative performance; their performance is measured against a selected benchmark return, such as the S&P 500 or the rate on treasury bills.
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In a down market, traditional investors are rewarded for losing less than the benchmark or less than their competitors.
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In alternative investing, managers seek to generate an absolute return, independent of the direction of the overall stock and bond markets.
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This is accomplished either through active hedging of stock and bond investments, by investing in carefully researched event-driven situations, or by investing in inefficient areas where experienced competition is limited.
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These investments include, among other things, distressed investments, private equity, venture capital, real estate and long/short equity and debt strategies.
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Alternative investments have a low correlation to traditional market indices. Therefore, balancing investments in traditional asset classes with alternative investments can enhance returns, reduce volatility and provide diversification to an investor’s overall portfolio.
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AlphaTrend Investments focuses on a number of alternative investment strategies. These investments are structured in liquid and illiquid formats, depending on the liquidity of the underlying investments or the length of the investment cycle.
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Most investors are familiar with traditional investments where an investor will purchase a stock or bond on the expectation that the asset’s value will rise.
-
Traditional managers are usually evaluated on relative performance; their performance is measured against a selected benchmark return, such as the S&P 500 or the rate on treasury bills.
​
-
In a down market, traditional investors are rewarded for losing less than the benchmark or less than their competitors.
​​
-
In alternative investing, managers seek to generate an absolute return, independent of the direction of the overall stock and bond markets.
​
-
This is accomplished either through active hedging of stock and bond investments, by investing in carefully researched event-driven situations, or by investing in inefficient areas where experienced competition is limited.
​​
-
These investments include, among other things, distressed investments, private equity, venture capital, real estate and long/short equity and debt strategies.
​​
-
Alternative investments have a low correlation to traditional market indices. Therefore, balancing investments in traditional asset classes with alternative investments can enhance returns, reduce volatility and provide diversification to an investor’s overall portfolio.
​​
-
AlphaTrend Investments focuses on a number of alternative investment strategies. These investments are structured in liquid and illiquid formats, depending on the liquidity of the underlying investments or the length of the investment cycle.
OUR ADDED VALUE
Bespoke Service Offering
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AlphaTrend employs a deep reserve of intellectual capital together with pioneering innovation to deliver time-tested customized investment solutions that fully accommodate the unique constraints and objectives of each institutional client.
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AlphaTrend provides discrete investment solutions to specific institutional investment challenges for endowments, foundations, pension funds, insurance companies, banks, and other financial institutions.
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Client solutions are often based on challenges in existing investment portfolios, changes in the characteristics of a client’s liabilities, the unavailability of the required or desired risk exposure, or the need/desire to reconsider and restructure an investment portfolio or program.
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The flexibility of our analytical methodology and quantitative platform, combined with problem-solving experience of the firm's professionals, makes AlphaTrend particularly well-suited to develop and deliver investment solutions for demanding and complex problems.
Dynamic Structuring and Analysis
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AlphaTrend uses a variety of formats ranging from comprehensive investment menus to separately managed accounts, special purpose vehicles or full fund structures in a variety of jurisdictions to accommodate client needs.
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AlphaTrend is particularly well-positioned to structure and then actively analyze and monitor investment solutions on a real-time basis, providing timely and appropriate adjustments and rebalancing to preserve the specified risk and investment objectives, and creating the maximum transparency for the end user.
OUR CORE PRINCIPLES
Placing the interests of our clients first is central to AlphaTrend’s corporate culture, which is built upon the following core principles:
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Invest personal capital in the investment eco-system we recommend to our clients. In doing so, our incentives are completely aligned with those of our clients.
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Commit to excellence and to the highest levels of professionalism and ethical standards.
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Implement investment strategies aimed at delivering superior risk-adjusted returns to our investors.
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Maintain a dynamic and entrepreneurial work environment where individual contributions are valued and encouraged.
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Preserve independent ownership that aligns our interests with our clients’.
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Place our clients’ interests first, without actual or apparent conflicts.
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Foster an investment culture that is fundamental, patient, intellectually rigorous and honest, and that promotes long-term client partnerships.
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Value and promote a culture of corporate responsibility, sustainability, diversity and integrity.
OUR EDGE
Below are four key factors that we believe differentiate AlphaTrend:
FIDUCIARY PERSPECTIVE
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AlphaTrend Investments’ CEO & CIO namely Darrin R. Sadi brings a unique perspective to investing, having previously served in numerous senior roles within the alternative investments universe.
Our senior investment professionals possess considerable alternative investing experience as fiduciaries, in addition to deep capital markets expertise across asset classes, securities, and investment strategies.
KNOWLEDGE SHARING/ “Extension of Staff”
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At AlphaTrend, we pride ourselves on the high level of knowledge transfer with our clients’ investment staffs, whereby individuals have constant access to senior AlphaTrend investment leadership.
In addition to portfolio details, we share economic and market insights across traditional and alternative strategies, as well as provide training and education on best practices across areas such as strategy allocation, investment and operational due diligence, and risk management.
SIGNIFICANT INVESTOR IN HEDGE FUNDS AND OTHER ALTERNATIVE INVESTMENT STRATEGIES
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AlphaTrend possesses the industry contacts to access the most sought-investment products and opportunities yet is nimble enough to identify unique alpha sources and make investments of meaningful size. Our industry stature often enable us to negotiate favorable terms on behalf of clients.
CUSTOMIZED INVESTMENT SOLUTIONS
Creating customized investment menus and/or portfolios is in AlphaTrend’s DNA. Currently, approximately 80% of our current assets under management are in highly customized mandates, including multi-strategy and specialty portfolios structured according to our clients’ investment needs.