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Guides to understanding alternative investments
Answers to common questions about our funds
Definitions of key investment terms
Recently published materials
Market commentary and portfolio performance review for the first quarter of 2025.
Download PDFOur investment team's perspective on opportunities and risks in the current market environment.
View SlidesA comprehensive guide to alternative investment approaches and their role in portfolios.
Read GuideLearn about alternative investment strategies
A beginner's guide to understanding how hedge funds work and their role in investment portfolios.
Read GuideLearn the fundamental principles of risk management in alternative investments.
Read GuideCommon questions about our funds
The minimum initial investment for our Opportunity Fund is $250,000 for individual investors. For institutional investors and retirement accounts, different minimums may apply. Please contact our investor relations team for specific details.
We provide quarterly performance reports within 30 days after each quarter end. Additionally, investors receive monthly statements with position-level details and can access real-time performance through our client portal.
Our standard redemption policy allows for quarterly redemptions with 45 days' notice. There is a 1% redemption fee for withdrawals within the first 12 months. Certain share classes may have different terms.