Concurrent Looks to Revive Hedge Fund Allocation

Concurrent Investment Advisors, as recently highlighted on With. Intelligence, is renewing our focus on hedge fund allocations, reflecting concerns over the growing concentration in public markets. Managing Partner Eddy Augsten explained that, while we have not invested in hedge funds in recent years, we are exploring alpha-focused strategies that complement our existing private equity investment. With $9 billion in AUM and $12.5 billion in AUA currently, we’re evaluating potential managers with an emphasis on the importance of a repeatable process and risk management. Hedge funds may fit into various categories within our portfolio structure, such as absolute return, real asset core plus, or credit strategies, targeting outcomes like growth, income, and volatility reduction for clients.

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