Why Liquid Alternatives?
An institutional approach to generate income and capital appreciation.
Achieve risk-adjusted returns
JP Morgan strategists say a traditional 60/40 portfolio will deliver annual returns of 3.5% over the next decade, compared with 10% over the past few decades.
The new institutional investment model includes a 40% liquid alternative allocation, 40% equities, & 20% bonds which will boost returns by at least 50 basis points per annum according to JP Morgan
Imagine a monthly income stream like rent from real estate, but it’s highly liquid and trades like a stock with no commissions.
Diversification
Tabula Rasa Capital invests in and tracks over 200 closed-end funds and special situation securities.
Each closed-end fund has several hundred issuers minimizing default risk.
Experience
We have over 30 years of investing experience in non-traditional fixed income.
Our team has 10 years of expertise creating customized portfolios using liquid alternative investments for high net-worth individuals.
Research
Starting as a Bankruptcy Analyst at Drexel, Burnham, Lambert, and serving as a Managing Director for a $30 billion dollar hedge fund Canyon Partners, the CIO has developed intensive research skills in non-traditional fixed income.
We specialize in risk management and finding unique asymmetric investment return opportunities.
“Liquid alternatives are not directly correlated to the traditional debt and equity markets and provide a new set of noncorrelated income streams that can enhance returns”
—J.P. MORGAN ASSET MANAGEMENT
Tailored Approach
We work with our clients to create bespoke investment solutions.
There’s no commitment, pressure, or obligation.
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