Posts Categorized: Investing

The Path to Prosperity: Investing in Education Jul5

Posted by & filed under Education, Investing, White Papers/ Thought Pieces.

The investment opportunity for the lower middle-market, moderately sized, well-established, owner-operated education sector businesses with $1-10 million in EBITDA far outperform the R.O.I of the publicly traded stocks and should exceed 100% annually. The paucity of market information for investors in this lower middle-market and the lack of comprehension of how to maximize profitability and market for-profit education in a new technological environment by owners provides astute activist investors with unique yield opportunities

... Read more »

Why Cash-Efficient Managed Accounts May be Crucial to Investors’ Long-Term Survival Jun21

Posted by & filed under Investing, White Papers/ Thought Pieces.

Since the early days of “Risk Premia,” endowments and pension fund investors have tried to attribute alternative investment managers’ returns to a market subsector or phenomenon. Large investors have engaged quantitative shops like Sigma to decompose hedge fund returns, provide a better understanding of the risks in their investments and examine strategy divergence if applicable

... Read more »

Top Three Questions about Interval Funds May18

Posted by & filed under Investing, White Papers/ Thought Pieces.

Discussion of registered alternative investment opportunities is prevalent in the asset management world today. Recently, our team has hosted roundtables at several industry events on one particular hot topic—interval funds. Asset managers we meet are anxious to learn about the benefits of this pooled investment vehicle. Below are the three most common questions they have

... Read more »

Manager Selection Through a ‘Welkian’ Lens May15

Posted by & filed under Investing, White Papers/ Thought Pieces.

The Lawrence Welk Show spanned the post-war boom of the 55s through the psychedelic 60s, the protest-laden 70s, and into the Reagan-era 80s before moving into syndication. Why was the show so successful long-term? What can fund managers learn from Lawrence Welk in getting their businesses to be as successful? Here are five lessons to be learned from the Welkian way

... Read more »