Had a great conversation with Peter Kenter at Canadian Family Offices magazine and was happy to lend a perspective to the below article on the alternatives landscape…see more below!
🔶 With expectations of muted public equities returns in the future, and continued volatility, alternative investments may have a role to play providing alpha, diversification, potential downside protection and lower correlation to public securities.
🔶 We are focused on helping to educate investors on topics such as how to think about appropriate portfolio construction and allocations, as well as providing insights on how investors should go about selecting and performing due diligence on managers and their strategies.
🔶 With the growth of alts, investors should be aware of potential crowded trades in the market. For example, sponsor-backed, large-cap private debt, where a tremendous amount of capital has been raised and competition is intense. AGF Capital Partners is a fan of mid-market or lower mid-market strategies, and strategies closer to home in Canada as competition is much less 🍁 🍁 🍁
🔶 In a volatile and moderating environment, AGF Capital Partners is also a fan of absolute return vehicles and strategies that aim to minimize drawdowns and provide diversification such as multi-strategy hedge funds.