Alternative investments stand distinct from the typical stocks, bonds, and cash, offering a unique avenue for institutional and accredited investors. These assets provide an opportunity to diversify, reducing reliance on the stock market's fluctuations. Additionally, real assets within this category can serve as a buffer against the impacts of inflation. It's an approach that emphasizes both variety and security. For the savvy institutional and accredited investor, these assets are a passport to diversification, steering clear of the stock market's turbulence.
LB Strategic Income &
The LB Strategic Income & Growth Fund emphasizes the preservation of capital while targeting consistent, long-term returns. By diversifying across various minimally-correlated alternative asset classes, the fund aims to reduce exposure to single-asset volatility, thereby aiming for steady performance.
Drawing inspiration from the endowment model, the fund strategically allocates assets amongst top-tier alternative investment managers. This approach not only ensures diverse portfolio construction but also positions the fund to tap into both steady income streams and growth opportunities.
Objective: Capital preservation with consistent, long-term returns.
Diversification: Investments spread across minimally-correlated alternative asset classes.
Goal: Reduce single-asset volatility for steady performance.
Allocation Strategy: Inspired by the endowment model.
Asset Allocation: Strategically placed with top-tier alternative investment managers.
Outcome: Balanced approach for both steady income and growth potential.