Concurrent Investment Advisors was recently featured on With. Intelligence. In the article, we shared our upcoming expanding focus on sector-specific middle-market funds to enhance our alternatives exposure. Eddy Augsten explains that our firm, with $9 billion in AUM and $12.5 billion in AUA, initially adopted a generalist approach when we were establishing our private equity positions. Now, as we mature, Eddy sees opportunities to explore more sector-specific investments, particularly in the middle market, which has historically generated significant alpha for Concurrent. While open to international funds and emerging managers with proven track records, our strategy will most likely avoid megafunds, targeting alternative investments that contribute to portfolio outcomes such as growth, income, and volatility reduction
Read the whole article here: https://platform.withintelligence.com/login?redirect=%2Fpewi%2Fnow%2Fconcurrent-eyeing-sector-specific-middle-market-funds%3Fa%3D685991
