Vertical Capital Teams With Lido Advisors To Offer Liquid Alts. Fund

Feb 9 2015 | 1:33pm ET

Vertical Capital Markets Group has launched a liquid alternative investment fund, which is being sub-advised by Lido Advisors.

”I strongly believe that investing with smart, nimble and talented managers who understand the benefits of reduced volatility makes sense for many investment portfolios,” said Greg Kushner, founder of Beverly Hills-based Lido Advisors, an investment advisory firm that manages more than $1 billion dollars in assets for family offices, high-net-worth individuals and institutional clients.
 
Unlike a hedge fund, the new vehicle—the Vertical Capital Defined Risk Fund—provides ongoing liquidity and has a low initial minimum investment, while generally offering lower fees and greater transparency than typical hedge funds.

“The Vertical Capital Defined Risk Fund is a liquid alternative fund of funds,” said Jason Ozur, the fund’s portfolio manager and managing director of Lido Advisors.  “We seek to invest in what we believe are the best managers with the best strategies, given current market conditions.”

As sub-advisor, Lido pursues the fund’s investment objective by investing primarily in liquid alternative funds that invest in many different asset classes and use a variety of alternative investment strategies, such as long-short, market neutral, opportunistic and global macro strategies.  Lido may also invest a portion of the fund in other financial instruments, including private investments.


In Depth

Q&A: Portfolio Advisors' Brian Murphy On The Advantages of A Private Markets Platform

Jan 2 2018 | 11:05am ET

Most private markets firms reference their platforms as a source of competitive...

Lifestyle

CFA Institute To Add Computer Science To Exam Curriculum

May 24 2017 | 9:25pm ET

Starting in 2019, financial industry executives sitting for the coveted Chartered...

Guest Contributor

Steinbrugge: The Top Hedge Fund Industry Trends for 2018

Jan 2 2018 | 12:22pm ET

Each year, Don Steinbrugge’s Agecroft Partners compiles the insights gained...