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Funds of Funds

Diversification, discipline and access to the best
Altamar has a very differentiated investment philosophy, focused in Alpha generation and value creation

In general terms, investment in private equity and other private market assets may be carried out in three ways:

Direct investment

in one or more unlisted companies.

Investment in specialized funds,

which in turn invest in a portfolio of unlisted companies. By investing in funds, investors enjoy greater diversification than in direct investment.

Investment in funds of funds,

which invest in a portfolio of specialized funds. By investing in funds of funds, investors benefit from comprehensive diversification, whether in terms of geographic, company size, sector, or economic cycle risk, or fund manager risk.

The degree of complexity varies greatly in each case with regards to the  decision making as well as the structuring and subsequent monitoring of the investment, risk/return profile, portfolio diversification, and the know-how needed to successfully implement them. It is therefore essential that investors make a preliminary detailed analysis of their objectives, bearing in mind the skill set at their disposal.

The investment philosophy in which long-term vision, preservation of capital, consistency of returns, and risk diversification define the Group’s DNA – drives the choice of funds of funds, or managed accounts, as the best way to manage investments, through methodical portfolio construction, risk diversification, return optimization, always keeping in mind the ultimate goal of capital preservation.

Other Investment Strategies

P

We methodically select the best funds

S/C

Complementary investment strategies

MA

Bespoke solutions