Publications

Our goal is to provide continuous research and knowledge to educate our investors and prospects about the advantages of liquid alternative investments.

Sebastian Hoppe 1/14/24 Sebastian Hoppe 1/14/24

2023 Year End Letter

Sebastian Hoppe 5/25/23 Sebastian Hoppe 5/25/23

Investor Letter

Let’s focus on the future and strategies

Sebastian Hoppe 10/21/22 Sebastian Hoppe 10/21/22

Investor Letter - October 2022

Defense is Still the Best Offense

Sebastian Hoppe 10/1/22 Sebastian Hoppe 10/1/22

Rising Interest Rates And 30-Year High Inflation – How We Are Pivoting

At TRC we have been rewarded with the ability to think outside the conventions of a standard or a vanilla 60/40 portfolio

Sebastian Hoppe 8/1/22 Sebastian Hoppe 8/1/22

Liquid, Liquid, Liquid – The Benefits of Closed-End Funds Versus Mutual Funds, Private Hedge Funds, Or Private Alternatives

For closed end funds, I believe it is “liquid, liquid, liquid”

Sebastian Hoppe 6/1/22 Sebastian Hoppe 6/1/22

The Value of An Independent Investment Advisor That Can Think Outside The Box

Closed end funds are rarely researched by any of these larger institutions as they deem CEFs generally too risky.

Sebastian Hoppe 4/1/22 Sebastian Hoppe 4/1/22

Geopolitical Tensions - How We Are Positioning Portfolios

We are living through a pivotal time in history.

Sebastian Hoppe 3/16/22 Sebastian Hoppe 3/16/22

Investor Letter - March 2022

Beware the Ides of March

Sebastian Hoppe 3/14/22 Sebastian Hoppe 3/14/22

Investor Letter - January 2022

What can one do with these negative forces and tidal shift by the Federal Reserve that has caused negative returns in general market indices that will likely persist through 2022? Read more…