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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.

Read the whole article here: https://platform.withintelligence.com/hfm/now/concurrent-looks-to-revive-hedge-fund-allocation?a=685983

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Advisory Services offered through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.

These materials have been independently produced by Concurrent. Concurrent is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Concurrent provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company unaffiliated with Concurrent Investment Advisors LLC (“Concurrent”). Fidelity is a service provider to Concurrent. There is no form of legal partnership, agency affiliation, or similar relationship between Concurrent and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1077692.1.0